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Should Roth IRA Investment Fees Be Paid Personally, or Deducted from the IRA Account?
Quarles & Brady LLP 
Oct. 26, 2017 "[Rev. Rul. 84-146] allows you to pay trustee fees, annual investment management fees (also called 'wrap fees'), but not brokerage commissions, from non-IRA funds without them being considered an additional contribution to the IRA account. Because Roth IRA assets are not touched, the ability of the account to earn tax-free income is not impaired.... Paying investment fees for traditional, non-Roth IRA accounts which will produce taxable income when distributed is more complex." MORE >> |
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