07-10-2015, 10:49 AM
Hello al,
Looking for some advice here. I am a relatively new in the DGI landscape (have around 7K invested in DGI stocks since April of this year), and have 2 REITS so far: WPC and OHI. I have these in a brokerage account.
I am reading that REITs are best in a tax-deferred accounts (401K, etc); and that they are taxed heavily in a brokerage (taxed) account.
I am in the 25% tax bracket from my daily job.
Should I stop having REITS in my portfolio?
Like to hear your views and opinions.
Thanks.
Looking for some advice here. I am a relatively new in the DGI landscape (have around 7K invested in DGI stocks since April of this year), and have 2 REITS so far: WPC and OHI. I have these in a brokerage account.
I am reading that REITs are best in a tax-deferred accounts (401K, etc); and that they are taxed heavily in a brokerage (taxed) account.
I am in the 25% tax bracket from my daily job.
Should I stop having REITS in my portfolio?
Like to hear your views and opinions.
Thanks.