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MLP's
... I am assuming that holding MPL's in 401K and Roth accounts have no bearing on taxes. Pay taxes on 401K when you take distributions and money in Roth is tax free. Can someone tell me if this is correct. MPL taxes headaches are only for REGULAR brokera ...
November 16, 2014 - by theusurped - Discussion Board Post in Financial Planning / Tax Strategies
MLP's
... I am assuming that holding MPL's in 401K and Roth accounts have no bearing on taxes. Pay taxes on 401K when you take distributions and money in Roth is tax free. Can someone tell me if this is correct. MPL taxes headaches are only for REGULAR ...
November 16, 2014 - by theusurped - Discussion Board Post in Financial Planning / Tax Strategies
MLP's
... Hi Roy, I'm a new fool - 14 months in. I'm investing monthly using my Schwab Simplified Employee Plan. May or may not be the right thing to do. I'm interested in 3 MLP's and am wondering the right approach to purchase into them. Your thoughts would be helpful. Thanks, Bennett ...
October 21, 2014 - by Bennett - Discussion Board Post in Financial Planning / Tax Strategies
Re: MLP's
... I am assuming that holding MPL's in 401K and Roth accounts have no bearing on taxes. Pay taxes on 401K when you take distributions and money in Roth is tax free. Can someone tell me if this is correct. MPL taxes headaches are only for REGULAR Wrong. MLPs also generate "unrelated business income ...
November 16, 2014 - by irasmilo - Discussion Board Post in Financial Planning / Tax Strategies
Re: MLP's
... You are generally correct, unless the MLP(s) that you hold in the account generate more than $1000 UBTI (unrelated business taxable income). Perhaps ptheland can better explain, which I believe he did in the past, just cannot find the post about UBTI and the $1000 limit. I would also recommend Googling "UBTI ...
November 16, 2014 - by marksrjm - Discussion Board Post in Financial Planning / Tax Strategies
Re: MLP's
... It depends on what these MLPs are and what they do, of course, but usually you want to own them personally, and not in a retirement plan. I missed that the OP was doing this investment in a SEP when I wrote my lengthy response. Most of the issues I raised are irrelevant to holding an MLP in a retirement ...
October 21, 2014 - by irasmilo - Discussion Board Post in Financial Planning / Tax Strategies
Re: MLP's
... Plan. May or may not be the right thing to do. I'm interested in 3 MLP's and am wondering the right ...
October 21, 2014 - by irasmilo - Discussion Board Post in Financial Planning / Tax Strategies
Re: MLP's
... I'm interested in 3 MLP's and am wondering the right approach to purchase into them. Your thoughts ...
October 21, 2014 - by Wradical - Discussion Board Post in Financial Planning / Tax Strategies
Tax on MLP
... Fairly recently I saw a MF article about depreciating the cost of an MLP. Does anyone know where I can find it? Thanks, Fred ...
February 16, 2014 - by FNeil - Discussion Board Post in Financial Planning / Tax Strategies
MLPs in an IRA
... which is kinda a MLP (second + sign): http://ir.linnenergy.com/faq.cfm I also found this article from ...
July 05, 2013 - by TMFHockeypop - Discussion Board Post in Financial Planning / Tax Strategies
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