REITS/MLPs -- Taxable Account or Roth IRA

[stewardinlife]

(09-03-2015, 08:41 PM)hendi_alex Wrote: MLP's can generate tax issues when held in an IRA. Look up UBTI as relates to MLP's and IRA's. Best to hold MLP's in a taxable account to reap the full advantage of the MLP structucture anyway. An ETF or CEF may be more appropriate for holding MLP's in IRA's. IMO REITS and other investments which pay nonqualified dividends are best held in IRA's.

Thanks Alex. So as I understand, MLPs are good in a taxable brokerage. And REITs in a Roth are good.