IRS alleviates suffering of RIAs who use fee-based annuities by ending the need for an excruciating tax conversation that brought their own fees into focus
RIA clients practically needed a CPA to understand the tax and the compassion of a mystic to accept it with aplomb; the Internal Revenue Service took pity
Author By Lisa Shidler September 3, 2019 at 9:59 PM
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darbyheavey
September 14, 2019 — 8:47 PM
Mr. Lau doesn’t argue that annuities are better for the client he argues that adviser are missing out on higher fees.
