retirementlc.com
Three's A Crowd Regarding IRA Rollovers | Retirement Learning Center
By W. Andrew Larson, CPC The Securities and Exchange Commission (SEC) finalized new rules (known as Regulation Best Interest or Reg. BI) that address, in part, IRA rollovers for broker-dealers. This commentator questions the wisdom of inserting now a third governmental agency into the retirement space, which, historically, was overseen by the IRS and Department …