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Securities information

  • Securities offered through Capital Investment Group, Inc. Supervisory home office: 17 Glenwood Avenue Raleigh, NC (919) 831-2370 Member FINRA/SIPC
  • Currently we are licensed to solicit securities business from residents of South Carolina, Arizona, Colorado, North Carolina, Ohio, Tennessee, and West Virginia.
  • We may conduct mortgage business in : South Carolina, North Carolina, Kentucky, Tennessee, Virginia, and West Virginia
  • Life Insurance business in South Carolina and West Virginia.


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Jonathan Traut

In deciding how to take your pension among the choices offered under your pension plan, the fundamental decision is whether this pension asset needs to be available not only for yourself but for your spouse and/or other beneficiaries to live on after your death or to provide for some estate/inheritance that you wish to leave behind as well. For this fundamental purpose, you may very well want to speak with your accountant/financial advisor. There are reasons why it may not be necessary to have your pension provide income to your spouse or beneficiaries. This may include the fact that your spouse has their own pension/retirement assets and doesn't need any portion of your retirement income or your pension is not a significant part of your overall combined assets. To know more do visit this url

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