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Should I Roll My 401(k) Into an Annuity?
SmartAsset via Yahoo Finance· 3 days agoWhen you leave a job where you had a 401(k) it's important to understand what your options are for rolling over your tax-advantaged plan. Cashing out is...
Will Biden’s New Retirement Rule Really Protect Your Savings?
GOBankingRates via Yahoo Finance· 7 days agoOn April 23, the Department of Labor announced it had finalized its Retirement Security rule to...
The Biden admin just finalized a controversial new retirement rule — here are 5 things you need to...
Moneywise via Yahoo Finance· 2 days agoThe Retirement Security Rule broadens the definition of a fiduciary to include any financial service...
Insurance Groups Sue to Overturn DOL Fiduciary Rule
Barrons.com· 2 days agoThe suit is at least the second taking aim at the DOL rule, which would expand the definition of fiduciary to cover financial professionals making...
3 Big Gaps in the DOL's Case for Its New Fiduciary Regs | ThinkAdvisor
ThinkAdvisor· 2 days agoOfficials at the U.S. Labor Department don’t seem to want to use their new retirement investment...
9 Groups File New Suit Challenging DOL Fiduciary Rule Regs | ThinkAdvisor
ThinkAdvisor· 6 days agoDistrict Court for the Northern District of Texas. The groups have accused the department of rushing...
9 Insurance Trade Groups File Suit Against DOL’s New Fiduciary Proposal | PLANADVISER
PLANADVISER· 6 days agoU.S. Department of Labor, in the U.S. District Court for the Northern District of Texas, which is within the jurisdiction of the Fifth Circuit Court of Appeals. The associations cited the Fifth ...
DOL’s Hauser ‘Comfortable’ New Fiduciary Rule Addresses Prior 5th Circuit Rebuttal | PLANADVISER
PLANADVISER· 7 days agoThe Department of Labor’s new Retirement Security Rule was designed with the U.S. 5th Circuit Court of Appeals rebuttal of a prior fiduciary proposal in mind, an official noted to the American ...
SEC Seriously Limits Dealer/Trader Distinction: Betting Window Open Re Federal Court Veto | JD Supra
JD Supra· 7 days agoHistorically, Section 3(a)(5) of the Exchange Act has excluded traders from the definition of “dealer” unless trading was done “as a part of a regular business.”
Weekly IRS Roundup May 13 – May 17, 2024
The National Law Review· 6 days agoCheck out our summary of significant Internal Revenue Service (IRS) guidance and relevant tax matters for the week of May 13, 2024 – May 17, 2024.
