09-03-2015, 08:06 PM
Hello all,
I am relatively new in the DGI. But have invested 10K so far since May of this year. I do have a question on where to have REITS and MLPs -- whether in a regular brokerage account or a ROTH IRA account?
Based on my research and readings many are recommending putting these in a ROTH IRA as otherwise the taxes are huge. I am in the 25% regular bracket (so I understand that qualified dividends will be taxed 15% for regular stocks).
Also, if ROTH IRA is the vehicle to put these, I am limited to only $5,500 per year though, right?
Thanks.
Paul
I am relatively new in the DGI. But have invested 10K so far since May of this year. I do have a question on where to have REITS and MLPs -- whether in a regular brokerage account or a ROTH IRA account?
Based on my research and readings many are recommending putting these in a ROTH IRA as otherwise the taxes are huge. I am in the 25% regular bracket (so I understand that qualified dividends will be taxed 15% for regular stocks).
Also, if ROTH IRA is the vehicle to put these, I am limited to only $5,500 per year though, right?
Thanks.
Paul