07-10-2015, 12:44 PM
(07-10-2015, 12:32 PM)Kerim Wrote: I think the threshold question is what flexibility you have. If you are able to hold the REITs you want in a tax-advantaged account, then you are just deciding between accounts. If your ONLY option is to hold them in your taxable account, then you are deciding whether to have them at all. I'm not clear from your post which we are talking about.
Kerim,
My option seems to be to have the REITS in a taxable (non-retirement) brokerage account at this point. And so, question is whether the reits are good to have at all ( as I understand they are getting hit with many taxes).
(I do have a Roth IRA where I can invest in a REIT fund, which has a hundreds of reits, but I am not too enthused about them).
Thanks.