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    • JD Supra: The New Fiduciary Rule

      JD Supra· 5 days ago

      The DOL’s fiduciary regulation will be effective on September 23 of this year. As a result, beginning on September 23, one-time recommendations to retirement investors can be fiduciary advice ...

    • Death and Taxes…and Planning Opportunities

      Death and Taxes…and Planning Opportunities

      The National Law Review· 6 days ago

      Interest rates have risen but have not yet jumped to historical highs. The applicable federal rates ("AFRs") (used as safe harbors for loans between...

    • 3 Retirement Stocks to Buy Now: June 2024

      3 Retirement Stocks to Buy Now: June 2024

      InvestorPlace via Yahoo Finance· 6 days ago

      Preparing for retirement is vital to building a nest egg that will provide financial stability for many years. One of the best ways to reach this goal is...