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Msg  29074 of 37573  at  3/5/2013 1:30:08 PM  by

lessbs


CLMT-UBTI larger than distribution

I own CLMT in two IRAs-one is my wife's and one mine. The UBTI in my wife's IRA was 1.24 times her annual distributions while the UBTI in my account was about 40% of distributions. Last year UBTI's were negative. Shows how you never know what the UBTI is going to be and tracking them can be meaningless.


 
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