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®).