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Best Interest Standard of Care for Advisors, Part 69: Compliance with PTE 2020-02 -- Factors to Evaluate for an IRA-To-IRA Rollover Recommendation (Part 5)
FredReish.com 
[Guidance Overview] Oct. 13, 2021 "Unfortunately, neither the PTE nor the preamble provided much information about the process for determining whether a recommendation to rollover or transfer an IRA to another IRA is in the best interest of the investor. However, the PTE contains a best interest definition that provides some help." |
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