Bonus: Annuity Sales Group Files Lawsuit to Stop New Fiduciary Rule
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP
May 3, 20241m 59sbonus
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Show Notes
Well that was quick. As is this pod. Something called — perversely, I might add — the Federation of Americans for Consumer Choice, Inc. ("FACC") has filed a lawsuit to stop the new Fiduciary Rule even before it goes into effect on September 23, 2024.
- New DOL Fiduciary Rule Fact Sheet
- New Fiduciary Rule Not All Bad for K-12 403(b) Participants
- FACC
- Lawsuit Against Fiduciary Rule
- Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
- Meridian Wealth Management
- 403bwise.org
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).