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Fee-Based Annuities Still Require Caution, Despite IRS Olive Branch

FYI: Financial advisers who use fee-based annuities are likely celebrating after the Internal Revenue Service extended an olive branch last week, ruling favorably on how advisers can charge for annuity advice.

But registered investment advisers should hit pause before the party becomes an all-out kegger — there are still traps for unwary advisers that can hurt a client's financial plan.
Regards,
Ted
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