InvestorsHub Logo
Followers 6
Posts 189
Boards Moderated 0
Alias Born 08/29/2006

Re: jugs post# 1658

Friday, 10/16/2015 5:45:04 PM

Friday, October 16, 2015 5:45:04 PM

Post# of 1887
Mine would have been as well, in an SAR-SEP account (similar to IRA, but grandfathered when they were phased out ) ~ when I received a call from my financial adviser, suggesting caution ~ and sending me the tax-code related items.

I just reduced some MLPs in the retirement funds, and included more in the non-retirement accounts. I had the same plan to just let it re-invest as a no-brainier.

It is definitely in the current U.S tax code; would have applied to my situation, I adjusted to avoid tax issues. Was just sharing since some raised questions re: holding in the post-tax holdings.