Provided the advisor deducts the AUM fee directly from your IRA, it is not a taxable event.
If you were to get a check from your IRA, and then pay the AUM fee, then it would be taxable.
If you were to get a check from your IRA, and then pay the AUM fee, then it would be taxable.
Statistics: Posted by ralph124cf — Thu Jul 04, 2024 3:06 am — Replies 6 — Views 384