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  2. 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 ...

  3. Roth IRAs: What they are, how they work and how to open one - AOL

    www.aol.com/finance/what-is-a-roth-ira-123943445...

    Wealthfront has a small opening deposit requirement of $500 for its automated Roth IRA account and a small annual management fee of 0.25%. ... Not tax-deductible. ... Best CD rates today: You can ...

  4. Tax Deductions for Financial Advisor Fees - AOL

    www.aol.com/news/tax-deductions-financial...

    The Tax Cuts and Jobs Act of 2017, commonly referred to as TCJA, eliminated the deductibility of financial advisor fees from 2018 through 2025. And while advisors and clients have had a few years ...

  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. Retirees Often Overlook These 11 Tax Deductions - AOL

    www.aol.com/retirees-often-overlook-11-tax...

    2. Tax-Deductible HSA Contributions. Senior citizens can also benefit from a tax deduction for health savings account contributions. Deposits made directly to an HSA can be claimed, but keep in ...

  7. How To Use Your IRA as a Last-Minute Tax Deduction - AOL

    www.aol.com/ira-last-minute-tax-deduction...

    And it might not be too late this year — due to the IRS pushing back the federal tax filing deadline due to complications from the pandemic — your IRA contribution can be made right up until ...

  8. Is an IRA certificate of deposit (CD) tax deductible? - AOL

    www.aol.com/finance/ira-certificate-deposit-cd...

    For couples who file their taxes jointly, if the spouse contributing to the IRA has access to a company retirement plan, the income limit for deductions is between $123,000 and $143,000.

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

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

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