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Daily Archives: August 25, 2015

Investment Advice Fees are Tax Deductible

Financial Education, Personal FinanceBy Kristi SullivanAugust 25, 2015

This article reminded me of another reason it’s better to pay for financial advice separately from high cost investments.  Front-end loads, 12b-1 fees, and annual expense ratios are not tax deductible.  Financial advice such as tax-preparation fees, investment advisory annual fees, and the cost of creating a financial plan are tax-deductible. Client Education More Important…

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