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An issue being watched closely is whether the SEC asserts that its best-interest standard preempts any similar regulations adopted by states.
The most desirable type is a rare beast, and the most common one destroys returns.
The recharacterization door has closed, but a huge window to do Roth conversions while minimizing taxes has opened.
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News from Benefitfocus, Brightway Insurance, Sontag Advisory, Green Circle Life, National Association of Plan Advisors.