What the White House is trying to do is force savers to work with investment advisors, not brokers, when rolling over their 401(k). I’ve long been a proponent of investments advisors for my own obvious reasons—I am one. But this rats nest of regulation will steer money to big Wall Street, not Main Street. Read here on the fiduciary standard and why a fiduciary should be your guide when looking for investment advice.
Latest posts by E.J. Smith (see all)
- Part II: The IRS is Coming for Your IRA - July 18, 2019
- Beat the IRS: Roth IRAs for Your Kids and Grandkids - July 17, 2019
- The FIRE Movement by the Numbers - July 16, 2019