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Retirement tax questions
Thanks - yes, I've seen that article as well. That's my concern - that it WILL be treated as a distribution. Fees for management of the IRA itself can be deducted and will NOT be considered a distribution. I have seen that article and the treasury reg cite he uses for this point is no longer valid. I am looking for the regulation(s) that specifically says that if the custodian deducts investment management fees that are not related to the IRA, it will be deemed a distribution. Thanks though!
‎June 6, 2019
1:47 AM