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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. 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 ...

  5. The Basics of MLP Investing - AOL

    www.aol.com/news/2012-09-18-the-basics-of-mlp...

    ETNs use a different method to get around the K-1 problem, arguing that because they represent a debt obligation rather than a direct interest in an MLP, the income ETNs generate is interest ...

  6. 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 ...

  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. Skip to main content. 24/7 Help. For premium support please call: 800-290-4726 more ways to reach us ...

  8. 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.

  9. MLPs and Debt Offerings: What Investors Need to Know - AOL

    www.aol.com/news/2013-11-13-mlps-and-debt...

    As pass-through entities, master limited partnerships don't retain much cash relative to what they generate quarter after quarter, year after year. As a result, MLPs have to issue debt to fund ...

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