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Investment版 - holding MLPs in Roth?
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话题: roth话题: holding话题: mlps话题: mlp话题: ubti
进入Investment版参与讨论
1 (共1页)
k***n
发帖数: 3158
1
any tax implication there?
seems not except the possible UBTI
but this should be easily solved by selling and then buying back of the MLP
once a year
s********y
发帖数: 3811
2
i am holding some (etp) in my roth. the amount is small, 5K or so, so I was
not worried.

MLP

【在 k***n 的大作中提到】
: any tax implication there?
: seems not except the possible UBTI
: but this should be easily solved by selling and then buying back of the MLP
: once a year

k***n
发帖数: 3158
3
thanks for the info
small amount would not be a big deal I guess
according to my DD, it's better to sell and buy back before the gross
income reaching $1000 over the holding years.
So it does need to be watched somewhat closely. Other than this, it seems
great for Roth. MLP has tax exepmtion, its cash distribution is tax free,
and Roth makes its capital gain tax free also.

was

【在 s********y 的大作中提到】
: i am holding some (etp) in my roth. the amount is small, 5K or so, so I was
: not worried.
:
: MLP

d*****1
发帖数: 1837
4
能展开说说什么是UBTI
holding kmp for a few years in roth ira
k***n
发帖数: 3158
5
http://seekingalpha.com/article/312281-master-limited-partnersh
some people don't agree with the author. that's why I was not sure and asked
here. But now I tend to agree with him.

【在 d*****1 的大作中提到】
: 能展开说说什么是UBTI
: holding kmp for a few years in roth ira

d*****1
发帖数: 1837
6
学习了
看来今年要买卖reset一下
1 (共1页)
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话题: roth话题: holding话题: mlps话题: mlp话题: ubti