KarenM90
Intuit Alumni

Retirement tax questions

Yes, dmertz is correct.  You can pay investment management fees or financial planning fees that are structured as a percentage of assets directly out of the account being managed.

 

It’s not considered a withdrawal from an IRA account when fees are paid this way. 

 

Generally, once the funds are distributed to you, they can be considered taxable.

 

 

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