xconniex
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If the taxable fund (not invested for retirement in a 401k or IRA, and not a Roth) is an ETF (for example VIG has an expense ratio of 0.08%), are the expenses t...
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For example, if Fidelity reports a 0.55% for net expense ratio and 0.4% management fee for FPURX, by multiplying those fees by assets held in FPURX, those are d...
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What if the account is a taxable account?Can asset-based fees be a deductable investment expense on Schedule A?
Activity Feed for xconniex
- Posted If the taxable fund (not invested for retirement in a 401... on Retirement tax questions. June 5, 2019 2:27 PM
- Posted For example, if Fidelity reports a 0.55% for net expense... on Retirement tax questions. June 5, 2019 2:27 PM
- Posted What if the account is a taxable account? Can asset-base... on Retirement tax questions. June 5, 2019 2:27 PM
- Posted In a year in which an RMD is taken, can a proportion(RMD value/total value) of the asset based fees for the 401k be taken as an investment expense? on Retirement tax questions. June 5, 2019 2:27 PM