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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...

    Investors can own MLPs directly in tax-exempt accounts but may have to worry about UBIT if UBTI exceeds $1,000. Investors can own ETFs that predominately hold MLPs in tax-exempt accounts and not ...

  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. 529 plan - Wikipedia

    en.wikipedia.org/wiki/529_plan

    529 plans are named after section 529 of the Internal Revenue Code—26 U.S.C. § 529.While most plans allow investors from out of state, there can be significant state tax advantages and other benefits, such as matching grant and scholarship opportunities, protection from creditors and exemption from state financial aid calculations for investors who invest in 529 plans in their state of ...

  6. How to choose the best savings options to cover the cost of ...

    www.aol.com/finance/choose-best-savings-options...

    The cost of college tuition at some universities is fast approaching $100,000 per year, and the rise in higher education expenses shows no signs of slowing down, according to Ross Riskin, the ...

  7. Maryland 529 - Wikipedia

    en.wikipedia.org/wiki/Maryland_529

    Maryland 529 — formerly College Savings Plans of Maryland [1] — is an independent, non-profit State agency that provides flexible and affordable college and disabilities savings plans in accordance with sections 529 and 529A of the Internal Revenue Code. The two college savings plans help families save for future education expenses and ...

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

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

    Summary There are two types of MLP funds – those structured as RICs, which own up to 25% MLPs, and those structured as corporations, which tend to be 90-100% MLPs. Similar to direct MLP ...

  9. Student managed investments - Wikipedia

    en.wikipedia.org/wiki/Student_managed_investments

    The funds to be managed come from various sources, such as gifts from private individuals and corporations, gifts from foundations, and from university endowment or foundation assets. Some student managed investment funds such as the University of Texas at Austin manage funds for private clients, who are accredited investors under U.S ...