What a 1035 exchange is & how it works, Fiduciary vs Suitability standards, and no losses

from The Safe Money Retirement Show · host Tim Wood. CFF

We'll discuss what a 1035 exchange is and how it can transfer your retirement funds from an at-risk account to a safe-money account, explore the differences between the fiduciary standard and the suitability standard, and look inside a case file where a single man in his early 70’s wanted to protect his retirement from market losses but still enjoy gains. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www.SafeMoneyRetirement.com

Episode metadata supplied by the publisher feed · Published Feb 17, 2022

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What a 1035 exchange is & how it works, Fiduciary vs Suitability standards, and no losses

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