Episode 276: IRA Updates

Published: June 10, 2022, 1:35 p.m.

b'

The Elite Advisors of our office \\u2013 Dennis, Heidi and Nathan \\u2013 have recently returned from the Ed Slott Conference in Kansas City, and they are full of exciting updates regarding \\u201call things IRA.\\u201d Heidi will focus on the common mistakes people make when inheriting IRAs.

For the first time ever, we have Nathan Prout joining the show LIVE to weigh in on his insights. Nathan graduated with a bachelor\\u2019s degree in Business Administration and Finance\\xa0. He is an Elite Advisor with Ed Slott and company, LLC, and is our Director of Client Services. If you decide to create a financial plan, Nathan is the one who ensures data accuracy for our advisors. He is currently working on his Series 65 and will be a financial advisor in the very near future! When he\\u2019s not at work, he\\u2019s home with his wife Sarah and their new baby girl Simone.

Join us today as our three \\u201cmoney people\\u201d take over the airways!

'