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Retirement tax questions
Critter#2. Thanks for your input. I am interested in how income and distributions from a REIT are handled in each vehicle both while held and when distributed (taken out), a ROTH vs. a Traditional. For instance in the Traditional all distributions are handled as ordinary income when withdrawn vs. being taxed as non-qualified vs. qualified dividends, in a "taxable" account. More my concern is whether there is a rule similar to an MLP, special handling for annual unrelated business-tax income in excess of $1000, or UBTI. Do you have any insight regarding whether UBTI can occur in a REIT? I have been down this road with MLPs and they can become a tax PIA. Thanks
May 31, 2019
6:06 PM