Regional Vice President of Sales The Retirement Plan Company
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Compass
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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PLR Permits Pre-Tax RIA Advisory Fees From Fee-Based Annuities
Nerd's Eye View [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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