JimA759s

James Allard

JimA759s’ Activity

Tue Mar 3

NL

Boards Post

JimA759s replied to the Tax Strategies board. 2:36 PM

Re: Which is best account type for Options?

With IRA's can't there be a tax issue if something in the IRA has Unrelated Business Taxable Income or something like that?

Yes. But even then, the IRA itself would file an income tax return. It would not be reported on the IRA owner's
[more]

NL

Boards Post

JimA759s replied to the Tax Strategies board. 11:38 AM

Re: Which is best account type for Options?

With IRA's can't there be a tax issue if something in the IRA has Unrelated Business Taxable Income or something like that?

JimA

Mon Mar 2

NL

Boards Post

JimA759s replied to the Macro Economic Trends and Risks board. 10:10 AM

Re: OT-School Lunch Around the World

Took a guick gander - and to be frank, I'm not sure that I would much on any of the other plates. Beet Salad? Pea Soup? Kimchi? Of course, it would depend on how hungry I was at the time. You would think they could at least cook the steak! The [more]

Fri Feb 27

NL

Boards Post

JimA759s replied to the Intel Corporation board. 3:15 PM

Re: intel

Hi,

You have posted these two questions and received no replies:

I've been waiting for Intel to come down to purchase the recommended diagonal spread. It looks like it is getting close. Is there any change that I should know [more]

NL

Boards Post

JimA759s replied to the Intel Corporation board. 10:57 AM

Re: intel

I suspect you are posting these questions on the wrong board.

JimA

Thu Feb 26

NL

Boards Post

JimA759s replied to the Real Estate Inv. Trusts: REITs board. 3:14 PM

Re: Fixed income ideas? (OT)

Hi,

Not sure why you would want to trade REITs (like O) for junk bonds. I mean, right in their name is the word "Junk".

O is paying in the 5% range and has been a solid performer for me for several years. There are other [more]

Wed Feb 25

NL

Boards Post

JimA759s replied to the Real Estate Inv. Trusts: REITs board. 8:31 AM

Re: Exchange Trade Notes (ETN) MORL

Thanks yoda,

I am a bit familiar with REITS but appreciate the review. I've been following the board and you and REITNUT for several years and am invested in several REITS (NLY, AGNC, HCP, O) and have done relatively well with [more]

NL

Boards Post

JimA759s replied to the Real Estate Inv. Trusts: REITs board. 8:20 AM

Re: Exchange Trade Notes (ETN) MORL

Thanks for the link. The article was very interesting. Though it was written a month after MORL was launched and consequently had no history or record to display. However, MORL has paid dividends (variable) monthly since then and is paying out 20+% [more]

Mon Feb 23

NL

Boards Post

JimA759s posted to the Real Estate Inv. Trusts: REITs board. 10:55 PM

Exchange Trade Notes (ETN) MORL

I was wondering about something someone posted earlier about various high yield REITs and in my research I stumbled upon this (and other) UBS Exchange Traded Notes (ETNs).

MORL really stood out at 22% yield. It is an ETRACS Monthly Pay [more]

Sun Feb 15

NL

Boards Post

JimA759s replied to the Macro Economic Trends and Risks board. 2:03 PM

Re: the automatic 401K wasn't enough

the legislation merely mandated a default of opt-in to the companies 401k and you could easily opt-out. In my company it was a simple form that informs the employee of the default 401k contributions and a space to indicate that you wanted to opt-out [more]

Fri Feb 6

NL

Boards Post

JimA759s replied to the Tax Strategies board. 12:31 PM

Re: Slow Poke 1099's

received mine from Scottrade on the 30th.. and was able to get them online two weeks ago.. Just login and print it out.. And you may have opted in to receiving electronic only 1099s --

not an issue,

JimA

Mon Jan 5

NL

Boards Post

JimA759s replied to the Macro Economic Trends and Risks board. 4:28 PM

Re: Billionaires in distress...

Hi,

I'm sorry, but none of the individuals you allude to are suffering any 'hurt' in any meaningful sense of the word. None of them are suffering any economic pain. At worst they have lost some paper profits or some digits in their [more]

Wed Dec 24

NL

Boards Post

JimA759s replied to the Real Estate Inv. Trusts: REITs board. 11:59 AM

Re: NRF/NRF-E

Thanks for the input. I'm now thinking it was UBTI (unrelated business taxable income or something) - in which, even though it was in an IRA, it was still taxable? Just looking to avoid surprises. <G>

JimA

Tue Dec 23

NL

Boards Post

JimA759s replied to the Real Estate Inv. Trusts: REITs board. 11:30 AM

Re: NRF/NRF-E

With regards to NRF common - I'm noticing that their distributions regularly consist of dividends and ordinary income and return of capital. Would this be something that would rule them out for part of a ROTH IRA? I vaguely remember something odd [more]

Mon Dec 22

NL

Boards Post

JimA759s replied to the Macro Economic Trends and Risks board. 4:56 PM

Re: OT for Tim, the historian's burden

I just had to search for that and found "Jack of all Trades" with the great Bruce Campbell (of Brisco County fame). It was supposed to be set in the Caribbean (a French controlled island). I sort of vaguely remember some ads/lead-ins and [more]

Thu Dec 11

NL

Boards Post

JimA759s replied to the Macro Economic Trends and Risks board. 8:12 AM

Re: How to prevent robot world domination

Great and fun strip - been following it for years. However, this type of human response will be our downfall: http://freefall.purrsia.com/ff2600/fv02501.htm

JimA

The [more]

Mon Dec 8

NL

Boards Post

JimA759s replied to the Tax Strategies board. 2:26 PM

Re: Wash confusion

I don't understand how any of this would be a wash trx. You purchased 80 shares in Nov 2013, then 80 shares in June 2014 and 150 shares in Nov 2014. You sold 150 in Dec for a loss and 80 at the same time for another loss.You did not repurchase any. [more]

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Boards Stats & Trivia

One star, 50 posts Old School Fool
Board Posts 127
Recs Received 124
People who have rec'd these posts 96
Recs to Posts Ratio (last 30 days) 1.20
Threads Started 16
Threads Started Percentage 12.60 %
Most Frequent Board Tax Strategies
Very First Post IRA & SEP-IRA - same account? (1/10/2000)
Percentage of Posts Rec'd 35.43 %
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