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Financial Planning / Tax Strategies


Subject:  Re: MLP's in Roth IRA, Date:  3/11/2014  9:38 AM
Author:  gsgreen Number:  120430 of 132493

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.
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