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.
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