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This is the best article I found on the subject but still haven't come to a decision on what I should do. https://www.kitces.com/blog/irs-rules-for-paying-investment-fees-from-taxable-and-retirement-accounts If you are using one of the management programs by one of the brokers, like Private Client, what have you found best, legal way to pay fees? For me I think just having our joint and taxable account to pay both wife and my IRA,Roth, joint taxable fees. It has a 2% floor and our taxes are quite low.
