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My Wife and I Have Finally Saved Enough for Early Retirement. Now She Wants to Throw It All Away.
Slate via Yahoo Finance· 7 hours agoWant more Pay Dirt every week? Sign up for Slate Plus now. Dear Pay Dirt, At what rate is it OK to...
Five things to know about Biden’s controversial retirement rule
The Hill via Yahoo Finance· 3 days agoThe Biden administration finalized a rule cracking down on retirement advice last month that one...
Final Fiduciary Rule – Part 1: New Definition of Investment Advice Fiduciary | JD Supra
JD Supra· 7 days agoThe plaintiffs allege that the DOL exceeded its authority under ERISA, the Internal Revenue Code (Code) and the Administrative Procedures Act. This eAlert reviews the new definition ...
The New Fiduciary Rule (33): The DOL’s Final PTE 84-24 | JD Supra
JD Supra· 1 day agoThe 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 ...
DOL Publishes Final Regulation Expanding the Definition of an ERISA Fiduciary | JD Supra
JD Supra· 5 days agoOn April 25, 2024, the U.S. Department of Labor (the “DOL”) finalized a collection of regulatory changes in its ongoing quest to update the definition of a “fiduciary” under ...
DOL fiduciary rule faces pushback in congress - InvestmentNews
InvestmentNews· 6 days agoRick Allen and Senators Ted Budd and Joe Manchin, among others – introduced a joint resolution of...
The Blind Spot Many People Miss on the Path to Building Wealth
Morningstar· 6 hours agoKamilah Williams-Kemp is chief insurance officer at Northwestern Mutual. The perspective I shared is one that Northwestern Mutual advisors share with their clients daily: Protecting wealth while ...
Young Americans Rely on Credit Cards: Why This Is an Economic Red Flag
GoBankingRates via AOL· 1 day agoCredit cards can be very useful financial tools, particularly in terms of building credit history....
Five Things on the Department of Labor’s Radar for Employee Benefit Plans
The National Law Review· 5 days agoAll qualified retirement plans are subject to a myriad of requirements of the Employee Retirement...
Can You Retire With $500,000 In Savings And Investments?
Forbes· 7 days agoRetirement is full of surprises, both good and bad. Your investments may be going like gangbusters...
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