OT - ET - OT | CLNY Message Board Posts

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Msg  8756 of 8823  at  11/18/2019 4:09:14 PM  by

lpoho


 In response to msg 8755 by  pereirae
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Re: OT - ET - OT

 Applies to Rollover as well.  The complicated accounting for UBTI creates a nightmare if ever you wish to sell.
Also, why consider putting a tax deferred investment asset in a tax-free (Roth) or tax deferred investment vehicle (IRA or Rollover - Rollover is same as IRA in all respects, only started elsewhere).
Take a look at the extensive discussions IV MLP board and under various Seeking Alpha articles.
Lots of regret and cautioning against this.
 


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