DOL – Department of Labor – Rollovers

DOL – Department of Labor – Rollovers

• 2023 05 – InsuranceNewsNet.com – DOL won’t give up on push for fiduciary standard on rollovers, analysts say, by John Hilton – [link]
• 2023 1031 – ThinkAdvisor.com – Ed Slott: Yes, IRA Rollovers Are Advice Under New DOL Fiduciary Rule, By Melanie Waddell – [link]
• 2023 1107 – ThinkAdvisor.com – IRA Rollovers and Taxes: What to Know as New DOL Fiduciary Rule Looms. By Roger Wohlner – [link]
  • As IRA expert Ed Slott recently pointed out, when an investor is seeking advice on what to do with their 401(k) at retirement, understanding the tax consequences of each option is a crucial part of giving advice in their best interest.