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DGI w/ Roth IRA
#4
Here's a good explanation of MLP's and their tax benefits if NOT held in a retirement account such as an IRA or ROTH. There's a trade off to think about whether to hold MLP's in a retirement account or not.

http://www.fool.com/investing/general/20...to-kn.aspx

And DR is correct, there should be no tax withholding's from owning Canadian stocks within a retirement account due to the Canadian/United States Tax Treaty. There is also no double taxation if held in a brokerage account, meaning you'll get a foreign tax exemption when you file your taxes. And there is no foreign tax exemption of any stock held in a retirement account, only brokerage accounts. So, if a country taxes you 35% as a U.S. tax payer you'll get a foreign tax exemption of 15%, bringing your tax basis to 20% if held in a brokerage account. If held in a retirement account and there's no U.S. tax treaty then the investor looses the full 35% or whatever the amount is to taxes. Pay attention to tax treaties and certain scribs when investing in foreign companies. It can be complicated and not every country is the same.

REITS are taxed as ordinary income so it's advantageous to have them in a tax deferred account while one is in a higher tax bracket.
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Messages In This Thread
DGI w/ Roth IRA - by kh137 - 06-05-2016, 11:58 PM
RE: DGI w/ Roth IRA - by benjamen - 06-06-2016, 07:06 AM
RE: DGI w/ Roth IRA - by Dividendsrule - 06-06-2016, 12:20 PM
RE: DGI w/ Roth IRA - by rayray - 06-06-2016, 10:52 PM
RE: DGI w/ Roth IRA - by DividendGarden - 06-08-2016, 05:33 PM
RE: DGI w/ Roth IRA - by twil - 06-09-2016, 09:07 AM
RE: DGI w/ Roth IRA - by benjamen - 06-09-2016, 09:33 AM
RE: DGI w/ Roth IRA - by DividendGarden - 06-09-2016, 09:53 AM
RE: DGI w/ Roth IRA - by twil - 06-09-2016, 09:58 AM
RE: DGI w/ Roth IRA - by DividendGarden - 06-09-2016, 03:50 PM
RE: DGI w/ Roth IRA - by rayray - 06-11-2016, 08:54 PM
RE: DGI w/ Roth IRA - by Jimbo - 06-12-2016, 09:02 PM
RE: DGI w/ Roth IRA - by rayray - 06-13-2016, 12:53 AM



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