You might not know why you should care, but as of last summer, financial advisors and their firms faced more stringent rules as it relates to retirement rollovers. We ask Julie Meissner, founder and CEO of Treehouse Wealth Advisors in Walnut Creek, Calif., to explain why this change is important.
Light: Last year, the Department of Labor introduced new rules on how advisors handle their client’s retirement funds. Why is this important for us to know about?
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