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From there, we have several articles on insurance and investmentplanning: Why the chair of the Senate Finance Committee has taken an interest in the private placement life insurance market. A new designation is available for advisors looking to serve clients with nonqualified deferred compensationplans.
If you prefer a Roth, some 403(b) plans may also offer Roth accounts, and those contributions are tax-free when distributed. 2024 contribution limit: $23,000 457 plan – A 457(b) deferred compensationplan is available to the employees of some state and local governments and tax-exempt organizations.
Legal definition of the fiduciary standard To quote directly from a paper by Attorney Lorna Schnase , two bodies of law form the legal basis for the fiduciary standard: Common law: Under common law principles of agency, an investment adviser, as agent, owes fiduciary duties to its client, as principal.3
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