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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

    Instead of a Form 1099, MLP investors receive a Schedule K-1 tax form. 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. 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. Skip to main content. 24/7 Help. For premium support please call: 800-290-4726 more ways to reach us ...

  5. Beyond the K-1: Tax Treatment for an MLP Fund vs. an MLP - AOL

    www.aol.com/news/beyond-k-1-tax-treatment...

    Similar to direct MLP investment, return of capital distributions from an MLP fund structured as a corporation lower an investor’s basis, and taxes are not [...] Beyond the K-1: Tax Treatment ...

  6. Unrelated Business Income Tax - Wikipedia

    en.wikipedia.org/wiki/Unrelated_Business_Income_Tax

    Unrelated Business Income Tax (UBIT) in the U.S. Internal Revenue Code is the tax on unrelated business income, which comes from an activity engaged in by a tax-exempt 26 U.S.C. 501 organization that is not related to the tax-exempt purpose of that organization.

  7. This Billionaire Income Investor Prefers These Ultra-High ...

    www.aol.com/billionaire-income-investor-prefers...

    Bill Gross made a lot of money for his investors (and himself) at PIMCO, the investment management firm he co-founded. Forbes estimates his net worth at $1.7 billion. He made most of his money ...

  8. Taxation of private equity and hedge funds - Wikipedia

    en.wikipedia.org/wiki/Taxation_of_private_equity...

    Typically, the manager of the hedge fund is compensated with a fee based on 2% of the gross assets of the fund, and a profits interest entitling the manager (or, more typically, its affiliated general partner) to 20% of the fund's return (subject, in many cases, to minimum guaranteed returns for the limited partners).

  9. Are Master Limited Partnerships Worth the Trouble? - AOL

    www.aol.com/news/2012-08-21-are-master-limited...

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