Episode #114 – The Investment Fee Tax Break Bids Farewell

June 26, 2018

THE INVESTMENT FEE TAX BREAK BIDS FAREWELL

The tax benefits associated with the costs of obtaining financial advice have been eliminated. Steve takes a close look at this provision of the new tax code, and how it impacts investors and financial professionals. The politicians in Washington deserve the blame, but there might be a viable work-around.

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