The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies


Subject:  Re: EPD in 401K Date:  3/24/2007  6:59 PM
Author:  cheeserhumba Number:  93257 of 127513


Thank you for your input as well. I am afraid your reply was posted while I was responding to the prior messages.
I wonder why the threshold has been set for "Unrelated business income" at $1,000? It seems unreasonable. If my aggregate share of this line item was a positive number, then the likelihood of it exceeding $1,000 would only be determined by the number of shares I posess. That doesn't seem like a fair determining factor to create a reporting benchmark. Or am I looking at this the wrong way?

In any event, is it likely that the "unrelated business income" will remain negative? I know that no one has a crystal ball, but is that part of the benefit of the investment in a non-401-K world?

Thank you again.

- Willy -
Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us