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We Have $1.2M in an IRA, Plus Another $750k and Social Security. Should We Shift Assets to a Target...
SmartAsset via AOL· 5 days agoFor example, John and Susan are both 67 and recently retired. They […] The post We Have $1.2M in an...
Industry Players Weigh In on the DOL's New Fiduciary Definition | ThinkAdvisor
ThinkAdvisor· 4 days agoSeth Friedman, who once distributed annuities himself, is wondering how the Labor Department’s new final retirement investment fiduciary definition regulation will actually affect the flow of ...
Hardworking Americans can cheer new rules regulating financial advisers
Las Vegas Sun· 5 days agoTuesday, the administration announced new Department of Labor regulations and updates to the...
The DOL Fiduciary Rule Is Final. Here’s What Is–and Isn’t–Different From the Proposal.
Barrons.com· 6 days agoLabor Department officials say they pored through a voluminous comment record and responded to the...
Why Cincinnati Financial (CINF) is a Top Value Stock for the Long-Term
Zacks via Yahoo Finance· 7 days agoWhether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the...
I’m A Financial Advisor: 5 Investments Every Gen Zer Should Make Before Turning 30
GoBankingRates via AOL· 6 days agoFor the generation that came of age during the Great Recession, building wealth hasn't been easy....
DOL Fiduciary Rule 2024: What It Means for Investors
Morningstar· 3 days agoKnowing whether your financial advice is coming from a trusted professional or someone akin to a car salesman may soon become easier. This week, the Department of Labor published the Retirement ...
DOL Finalizes Plans for Fiduciary-Only Regime - PR.com
PR.com· 6 days agoAs a result, financial services professionals face a new regulatory regime that imposes a blanket fiduciary threshold for recommending an annuity in a rollover transaction ...
IRA rollovers: what to watch out for — and how to avoid the sharks
Market Watch· 4 days agoIf your IRA and 401(k) both have satisfactory investment options for you, it doesn’t matter which...
Ameriprise Financial Inc (AMP) Surpasses Q1 Earnings Estimates and Raises Dividend
GuruFocus.com via Yahoo Finance· 7 days agoFollowing the divestiture of its auto and home insurance business in 2019 and the exit from...