Fee-based annuities still require caution, despite IRS olive branch
August 21, 2019 by Greg Iacurci
Financial advisers who use fee-based annuities are likely celebrating after the Internal Revenue Service extended an olive branch last week, ruling favorably on how advisers can charge for annuity advice.
Click HERE to read the full story via InvestmentNews.
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Sixteen insurance companies offer three dozen fee-based deferred annuity products with a living- or death-benefit rider, according to data from market research firm Wink Inc. as of Aug. 14.
Originally Posted at InvestmentNews on August 14, 2019 by Greg Iacurci.
Categories: Wink's Articles