New Fiduciary Rule Could Impact Retirement Plans

PITTSBURGH, June 8, 2017 /PRNewswire-iReach/ -- Here is an financial and business story idea I think your audience will want to hear about -- especially retirees:

When it comes to retirement plans, a new rule could impact your planning: On Friday, June 9^th, the Fiduciary Rule will go into effect. Now, an advisor who sells financial products such as annuities, stocks and mutual funds will be required to make recommendations that are in the client's best interests, even though it may result in less income to himself.   This means that financial advisors will not be permitted to sell products that will pay them high commissions or fees unless they can show that it is also the best available option for their client.      

This is good news for retirees and those planning to retire, but it is important for retirees to understand the details of what the new rule means, and how to plan for any changes that may come of it.

As a CPA, estate planning attorney, and financial advisor, I would love to share more with you on how this new rule will impact local retirees. In an interview, I can share:

• How the Fiduciary Rule provides a much higher level of accountability for financial advisors, and requires that the financial professional put their client's best interests first.
• How the new rule impacts retirement planning and what people can do to make sure their nest egg is secure
• What people need to know about the new rule, and what they need to ask their financial advisors.

As a reference, I have included my bio and website information below.

Let me know if you'd like to chat more and / or if you'd like to set up an interview! I look forward to hearing from you.

James Lange, CPA/Attorney

[email protected]

412-521-2732

www.paytaxeslater.com

About James Lange:

James Lange, CPA/attorney, is the President of Lange Financial Group, LLC and has been operating his business in Pittsburgh, Pennsylvania for more than 30 years.  Lange and his team help IRA and retirement plan owners get the most out of what they've got by integrating and applying proven strategies to personal needs, wants, and financial situations of their clients.  

Media Contact: Amanda Cassady-Schweinsberg, Lange Accounting Group, LLC, 412-521-2732, [email protected]

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SOURCE Lange Accounting Group, LLC