Hot Topics: New Retirement Investing Rules | Lauzen Accounting

Hot Topics: New Retirement Investing Rules

Tax Organizer 2013
June 3, 2016
Rev. Proc. 2016-29 and the Final Tangible Property Regulations
June 21, 2016

The Department of Labor announced new rules that will require financial advisors and brokers to act in the best interests of their clients when handling individual retirement and 401(k) investment accounts. Seems like common sense? It is, but unfortunately the advice provided by brokers isn’t always in their client’s best interest but rather the amount of commissions the broker will make.

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Source:: PASBA

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