celestep
New Member

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   I have seen that article and the treasury reg cite he uses for this point is no longer valid.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!