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PLR Permits Pre-Tax RIA Advisory Fees From Fee-Based Annuities
Nerd's Eye View Link to more items from this source
[Opinion]
Aug. 28, 2019

"[T]he recent PLRs from the IRS are at least a step in the right direction, bring important parity and tax law consistency between advisory fees for tax-qualified retirement accounts and advisory fees for non-qualified annuities, and provide another potential tool that advisors can use to better serve their clients ...  particularly in unique situations where a client specifically needs an annuity, or wants to replace an existing annuity."

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