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Financial Planning / Tax Strategies


Subject:  Re: MLP merger Date:  6/12/2013  12:33 AM
Author:  ptheland Number:  118672 of 127616

One possible way to avoid all of the merger messiness would be to sell before the deal closes.

Of course, you'd have a taxable sale - and sales of MLPs are always messy in themselves. So it might not be much of a savings in time or energy.

If you sold, you could always purchase the merged entity shortly after the merger if you wanted to continue owning the combined entity. Just watch out for wash sale issues if your sale is at a loss.

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