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IRS alleviates suffering of RIAs who use fee-based annuities by ending the need for an excruciating tax conversation that brought their own fees into focus

LISA SHIDLER
September 03, 2019

RIAs who use fee-based annuities to round out portfolios are doing cartwheels after the IRS removed a convoluted tax that was hard to understand, harder to explain and annoying for the client to grasp - if they ever did.

DPL


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