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

EPISODE · Feb 17, 2022 · 10 MIN

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

What this episode covers

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

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

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How long is this episode of The Safe Money Retirement Show?

This episode is 10 minutes long.

When was this The Safe Money Retirement Show episode published?

This episode was published on February 17, 2022.

What is this episode about?

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...

Can I download this The Safe Money Retirement Show episode?

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