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Investments > Financial Planning > Re: Any stocks ...
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Re: Any stocks prohibited in self directed IRA?

by Horace Heffner <hheffner@[EMAIL PROTECTED] > May 9, 2008 at 04:04 PM

On May 5, 4:50 am, beliav...@[EMAIL PROTECTED]
 wrote:
> One should beware of investments, such as Master Limited Partner****ps,
> that produce substantial "unrelated business taxable income", in an
> IRA, which can be taxed when it exceeds a certain threshold, I believe
> $1000.

Thanks all for the advice, especially the above.  This appears to be
crucial information to anyone taking distributions from an IRA under
section 72(t), as it can materially change the balance and thus
subject the account to full tax and penalties.

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 6 Posts in Topic:
Any stocks prohibited in self directed IRA?
Horace Heffner <hheffn  2008-05-02 15:40:17 
Re: Any stocks prohibited in self directed IRA?
Ron Peterson <ron@[EMA  2008-05-04 06:46:55 
Re: Any stocks prohibited in self directed IRA?
dumbstruck <dumbstruc@  2008-05-04 06:46:57 
Re: Any stocks prohibited in self directed IRA?
beliavsky@[EMAIL PROTECTE  2008-05-05 07:50:39 
Re: Any stocks prohibited in self directed IRA?
Horace Heffner <hheffn  2008-05-09 16:04:35 
Re: Any stocks prohibited in self directed IRA?
Tad Borek <borekfm@[EM  2008-05-09 17:17:20 

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tan12V112 Sun Jul 6 16:15:19 CDT 2008.