Friday, October 16, 2015 10:41:09 AM
Ameritrade has never said a word about it, nor has our accountant. There's a caveat here, however, in that we have yet to withdraw money from the account. She is now 69 1/2 so I may not be seeing the whole picture. However, I'd bet that there would have been a notice from the government and the brokerage, were fees becoming due.
I'm not a tax authority by any means. I'll suggest you call your CPA or any prominent national chain such as H.R. Block to ask.
Good question that many of us would find interesting!
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