They Want Your IRA.

By |2016-04-07T23:25:05+00:00April 7, 2016|Portfolio|

    If you haven't been following the latest 'discussion' regarding the government's move to enforce a fiduciary status on the brokerage/investment industry, let me bring you up to speed.  There are several things at play. I normally try to keep politics out of things, but at this point, it's more important to share the reality of what this administration is doing, under the auspices of 'making investors safer'. The IRA Rollover Conundrum The new U.S. Department of Labor Conflict of Interest Rules has just passed. [...]