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DoL’s Retirement Security Rule & PTE 2020-02 Amendment: What Advisers Need to Know Now About Giving Rollover Advice After Sept 23, 2024

Nerd's Eye View

On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the "Final Rule"), which imposes an ERISA fiduciary standard "that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts ".

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10 Best Investment Companies in 2023

Good Financial Cents

“Robo-advisors allow new investors to put their investments on autopilot and take the emotion out of investing,” Donny Gamble , Founder, and CEO at Retirement Investments.com. Schwab Minimum initial investment: $0 Commissions & fees: $0 for stocks, options, and ETFs; over 4,000 commission-free mutual funds.

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11 Best Online Brokerage Accounts: For Beginners To Experienced Investors

Good Financial Cents

Fees $0 for stocks or ETFs; no commissions or contract fees on options. $1/mo. 0 for stocks, options, and ETFs; over 4,000 commission-free mutual funds. $0 0 for stocks, options, and ETFs; more than 3,000 commission-free mutual funds. . $0 0 for stocks, options, and ETFs; more than 3,000 commission-free mutual funds.

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Should You Invest In Venture Capital Funds?

Random Roger's Retirement Planning

I'm pretty sure that in every post about spending part of retirement in a foreign country I say to keep your house in the US and rent it out in case you need to come back. The commissions on annuities are usually enormous. Leaving money in a 401k after you've retired is a terrible idea.

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10 Best Long-Term Investment Strategies for 2022

Good Financial Cents

It also gives you a chance to invest in commercial real estate, like office buildings, retail space, and large apartment complexes. ETFs also can be traded with no commissions, and for as little as the cost of one ETF share. Traditional IRA: Best for Dedicated Retirement Planning. 4 Best Investments for 6 – 10 years.

Investing 109
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Should you die and go to hell before selling an annuity?

Sara Grillo

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). Harmonizing the two sides to solve the American retirement crisis. Are commissions bad?

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Transcript: Jenny Johnson, Franklin Templeton

The Big Picture

And look, I’m a big believer that some of those type commission products are still important. ” Whereas if they got that upfront commission, they’d spend the time doing it. We were 75% retail. Jim is now retired, but I know his son Patrick took over. So that was happening a bit. RITHOLTZ: Right.