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  2. MLPs, UBTI, ETFs, and IRAs: What You Need to Know - AOL

    www.aol.com/news/mlps-ubti-etfs-iras-know...

    Summary Unrelated Business Taxable Income (UBTI) is the income that can trigger Unrelated Business Income Tax (UBIT) for tax-exempt organizations and retirement accounts. Investors can own MLPs ...

  3. Master limited partnership - Wikipedia

    en.wikipedia.org/wiki/Master_limited_partnership

    As a consequence of their pass-through status, holding MLPs in tax-exempt accounts may generate Unrelated Business Income Tax (UBIT). [2] To encourage tax-exempt investors, some MLPs set up C corporation holding companies of limited partner which can issue common equity. [3]

  4. An Investor's Guide to Master Limited Partnerships ... - AOL

    www.aol.com/news/2013-03-18-an-investors-guide...

    Master limited partnerships have become a darling for investors. As high-yielding investments, they can be a great addition to an income-seeking portfolio. The Alerian MLP ETF , which is one gauge ...

  5. Understanding the Tax Benefits of MLPs - AOL

    www.aol.com/news/understanding-tax-benefits-mlps...

    Typically, 70-100% of MLP distributions have been considered a tax-deferred return of capital, which means one does not pay taxes on that portion of the distribution until the investor sells his ...

  6. Unrelated Business Income Tax - Wikipedia

    en.wikipedia.org/wiki/Unrelated_Business_Income_Tax

    Individual retirement accounts generally are subject to tax on income that is taxable to most U.S. tax-exempt entities under 26 U.S.C. §511. 26 U.S.C. §408 contains many of the rules governing the treatment of Individual retirement accounts. §408(e)(1) states: "Any individual retirement account is exempt from taxation under this subtitle ...

  7. What is a master limited partnership (MLP) and how can it ...

    www.aol.com/finance/master-limited-partnership...

    Here’s how a master limited partnership works, examples of MLPs and their pros and cons.

  8. Blocker corporation - Wikipedia

    en.wikipedia.org/wiki/Blocker_corporation

    When there are tax exempt investors in a fund, they are not subject to U.S. income tax, but are still required to declare and pay taxes on "Unrelated Business Taxable Income" or "UBTI". [2] For tax exempt investors, dividends , royalties , rents , capital gains and interest income are not considered UBTI, but any money earned from conduct ...

  9. Tax Advantages in MLP Investing: Here’s What You Need ... - AOL

    www.aol.com/news/tax-advantages-mlp-investing...

    MLPs serve as a highly tax-efficient way to own midstream energy infrastructure assets, with ETFs offering an easy, affordable way for investors to gain exposure to the industry. Many investors ...