Nationwide Advisory Solutions

SOLVED: Crucial Annuity Transaction Friction Point

A victory for RIAs, fee-based advisors, and the clients you serve.

Nationwide recently received a favorable private letter ruling (PLR) from the Internal Revenue Service (IRS) concluding that the payment of an advisory fee from a variable, fixed indexed, or hybrid nonqualified annuity can be structured to not give rise to a taxable distribution — up to 1.5% of the contract value. With a special focus on this new ruling, learn more about the tax ramifications for clients paying investment management fees.

Download the white paper now to learn more.

We're all about integration.

Offering a broad range of data feed and tech partner integrations with today's most popular platforms, we make working with us easy.



I love doing paperwork... said no one ever.

Our complimentary Annuity Experts can provide client-approved analyses and handle the application process for you from start to finish.