The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies

URL:  http://boards.fool.com/i-hold-8-mlps-in-both-a-roth-and-traditional-ira-31160153.aspx

Subject:  Re: MLP's in Roth IRA, Date:  3/11/2014  9:38 AM
Author:  gsgreen Number:  120430 of 121592

I hold 8 MLPs in both a Roth and Traditional IRA. While my experience is certainly no guarantee of what yours may be, during the ten years I have held them, the annual cumulative UBTI has been negative. My broker, Schwab, tracks that negative accumulation on the theory that it may offset any future positive UBTI - I have NOT researched that theory, so if anyone has any knowledge there feel free to comment on it.
Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us