Bonus: Annuity Sales Group Files Lawsuit to Stop New Fiduciary Rule

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®).