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    • JD Supra: The New Fiduciary Rule

      JD Supra· 1 day ago

      While PTE 2020-02 can be used for banks, investment advisers, broker-dealers, and insurance companies (“financial institutions”), there is an alternative exemption, PTE 84-24, that can be used ...

    • Best Roth IRA Accounts of June 2024

      Best Roth IRA Accounts of June 2024

      GoBankingRates via AOL· 5 hours ago

      These 17 picks were chosen based on factors such as cost, investment options and technology features. Compare the best Roth IRAs to find the right one...