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  2. 3 tax-deductible investment expenses you should take - AOL

    www.aol.com/finance/2019-03-20-3-tax-deductible...

    Those prior federal tax deductions include brokerage fees, ... While there remain a few tax-deductible investment expenses, as listed in IRS Publication 550, the increased standard deduction means ...

  3. Are financial advisor fees tax deductible? - AOL

    www.aol.com/finance/financial-advisor-fees-tax...

    The Tax Cuts and Jobs Act (TCJA) of 2017 put an end to the deductibility of financial advisor fees, as well as a number of other itemized deductions. As of January 2018, these fees no longer ...

  4. Taxable brokerage accounts: the most versatile ... - AOL

    www.aol.com/finance/taxable-brokerage-accounts...

    No tax deduction. You cannot take a tax deduction for money you put into a taxable brokerage account. ... It's hard to avoid taxes in a taxable brokerage account. "That's why the IRS code is more ...

  5. Internal Revenue Code section 212 - Wikipedia

    en.wikipedia.org/wiki/Internal_Revenue_Code...

    Internal Revenue Code § 212 (26 U.S.C. § 212) provides a deduction, for U.S. federal income tax purposes, for expenses incurred in investment activities. Taxpayers are allowed to deduct all the ordinary and necessary expenses paid or incurred during the taxable year-- (1) for the production or collection of income;

  6. Internal Revenue Code section 162 (a) - Wikipedia

    en.wikipedia.org/wiki/Internal_Revenue_Code...

    It is one of the most important provisions in the Code, because it is the most widely used authority for deductions. [1] If an expense is not deductible, then Congress considers the cost to be a consumption expense. Section 162(a) requires six different elements in order to claim a deduction. It must be an 1) ordinary 2) and necessary 3) expense

  7. Are Your Financial Advisor Fees Tax Deductible? - AOL

    www.aol.com/news/financial-advisor-fees-tax...

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  8. Should I convert my IRA into a 529 plan? - AOL

    www.aol.com/finance/convert-ira-529-plan...

    State tax incentives: The IRS doesn’t allow federal tax deductions on 529 plans. ... and you might have to pay brokerage account fees and commission fees, too.

  9. Rollovers as business start-ups - Wikipedia

    en.wikipedia.org/wiki/Rollovers_as_Business...

    Promoters and facilitators, such as Roth IRA brokers of self-directed IRA LLCs, or small business financing, market IRS ROBS arrangements to prospective entrepreneurs and business owners for funding for a business as small business financing. Most have a very close relationship with the franchise industry, seeking to sell and promote business ...