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Financial Planning / Tax Strategies


Subject:  Re: UBIT in IRA Date:  12/17/2017  12:03 PM
Author:  WadeHouse Number:  126624 of 129779

I was also confused by the note from Fidelity. However, the note also mentioned a $1000 threshold. Is the $1000 threshold applied to the amount paid to the individual or is it the amount earned by the Company? Also, if you have invested in multiple Limited Partnerships, is the threshold applied against each individual company or summed across companies. I would hate to be selling reliable income investments because of the additional filing burden.
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