Allworth Financial’s Money Matters

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The Demise of the DOL Fiduciary Rule and What It Means for You

September 29, 2018

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the DOL fiduciary standard and take several calls.

Scott and Pat take a call from a man who is a union employee and wants to know if he can save more and contribute to a Roth IRA and his company’s 401(k). A woman was advised by an advisor to sell her rental property and set-up a charitable remainder fund, and she wants to know if that is the best option. A caller with a pension and $400,000 in an IRA wants to know how he should save for an emergency fund. Lastly, a woman and her husband retired early with over 3.5 million in retirement savings in addition to a pension, and they want to know which pension option they should select.

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