Annuity Contract Adviser Fees Ruled Not Amount Received
April 20, 2021 by Theresa Schliep
Investment advisory fees that an insurance company deducts from a nonqualified deferred annuity contract won’t be considered amounts received as annuities under the federal tax code, the Internal Revenue Service said.
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Originally Posted at Law 360 on April 16, 2021 by Theresa Schliep.
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