So! Many others as well! Long SHN,OHI. HCN, MPW,HTA, SBRA. SNH is important holding,better consistent divs, solid performer, and does'nt warrant all that much criticism.
Linn Energy Vs. LinnCo: And The Verdict Is... [View article]
RK, An excellent seminal article. A great summary of the past articles. What's up? No one is beating on you here? I think you made your point[s]. THANKS, GD
RK, First time for a IRC section 751 statement. came w/ k-1 for sale in 2012. Do I just attach to my tax filing, or add info, or what? Seems it precludes E file, although, some one added on blank page in TT, and e filed. Thanks
Why I Bought Linn Energy In My Roth IRA [View article]
Thanks RLP. Given this , the aforementioned UBTI revenues might largely be the kinds of investments you mentioned, and over shadow Oil/Gas MLPS. These numbers are from 2009, at a time of the emergence of MLP investors that post here.
The Facts Are In - MLPs Work Great In IRAs [View article]
Alan, "For an IRA, the basis of all investments is zero. No tax is paid until the investment, plus accumulated returns, are actually distributed. There is no "recapture" because the entire distribution is taxable income at ordinary rates when received."
Your comment above, I use this logic, and have transfered 3 MLPS from my IRA to my taxable acct, and paid ordininary income. Such is convienient, as it's part of my RMD each year. The MLP K-1 is changed to show the MLP is in a tust, and the cap acct updated at time of tansfer.
It's hard for me to think, the IRS would have an issue, as I have paid tax on full market value value, vs. some lesser tax, ie recapture on sale in and IRA!!!
Why I Bought Linn Energy In My Roth IRA [View article]
RK, Good Morning! The regs, are the Regs--what a mess! My desire is to hear from several people, w/ real world experience paying the "Tax", or not, how, and why, with actual experience, whether they are in compliance w/ your opinion, or not. Already talked to 2 CPA's, who were not helpful! Did not feel like paying for their education on the issue. I'm not afraid to pay a competent CPA, or trying to avoid paying a tax. Just want real live experience?
Why I Bought Linn Energy In My Roth IRA [View article]
RK, Many have asked, on various articles on SA, and other Boards, for investors who have paid taxes on sale of MLPS in IRA. to come forward, and confirm such. With close vigilance. I have never seen anyone post on such. have you ever done it, or know anyone who has? why no responses?
3 Issues With Senior Housing Properties Trust Worth Considering [View article]
SNH is important holding,better consistent divs, solid performer, and does'nt warrant all that much criticism.
3 Issues With Senior Housing Properties Trust Worth Considering [View article]
Understand the thesis---I don't worry about it--take the money and run.
Linn Energy Vs. LinnCo: And The Verdict Is... [View article]
An excellent seminal article. A great summary of the past articles.
What's up? No one is beating on you here? I think you made your point[s].
THANKS,
GD
The Facts Are In - MLPs Work Great In IRAs [View article]
MLPs - A Reality Check ? [View article]
Ok on 4797, also, do I just send in the 751, as rec'd, or write data on it, or what?
Wonder what the value of 751 is?
Many thanks
MLPs - A Reality Check ? [View article]
First time for a IRC section 751 statement.
came w/ k-1 for sale in 2012.
Do I just attach to my tax filing, or add info, or what?
Seems it precludes E file, although, some one added on blank page in TT, and e filed.
Thanks
The Facts Are In - MLPs Work Great In IRAs [View article]
The Facts Are In - MLPs Work Great In IRAs [View article]
Does Schaub file 990T for sales in an IRA??
Why I Bought Linn Energy In My Roth IRA [View article]
Why I Bought Linn Energy In My Roth IRA [View article]
Why I Bought Linn Energy In My Roth IRA [View article]
The Facts Are In - MLPs Work Great In IRAs [View article]
"For an IRA, the basis of all investments is zero. No tax is paid until the investment, plus accumulated returns, are actually distributed. There is no "recapture" because the entire distribution is taxable income at ordinary rates when received."
Your comment above, I use this logic, and have transfered 3 MLPS from my IRA to my taxable acct, and paid ordininary income. Such is convienient, as it's part of my RMD each year.
The MLP K-1 is changed to show the MLP is in a tust, and the cap acct updated at time of tansfer.
It's hard for me to think, the IRS would have an issue, as I have paid tax on full market value value, vs. some lesser tax, ie recapture on sale in and IRA!!!
The Facts Are In - MLPs Work Great In IRAs [View article]
Why I Bought Linn Energy In My Roth IRA [View article]
Good Morning! The regs, are the Regs--what a mess!
My desire is to hear from several people, w/ real world experience paying the "Tax", or not, how, and why, with actual experience, whether they are in compliance w/ your opinion, or not. Already talked to 2 CPA's, who were not helpful! Did not feel like paying for their education on the issue.
I'm not afraid to pay a competent CPA, or trying to avoid paying a tax. Just want real live experience?
Why I Bought Linn Energy In My Roth IRA [View article]
Many have asked, on various articles on SA, and other Boards, for investors who have paid taxes on sale of MLPS in IRA. to come forward, and confirm such. With close vigilance. I have never seen anyone post on such. have you ever done it, or know anyone who has? why no responses?