mjpersely’s Activity

Tue Sep 2

NL

Boards Post

mjpersely replied to the Mutual Funds board. 7:16 PM

Re: Everlasting Portfolio

Thanks.

NL

Boards Post

mjpersely replied to the Tax Strategies board. 6:31 AM

Re: MLP State Filing requirements

Thanks for the clarification, Bill.

NL

Boards Post

mjpersely replied to the Tax Strategies board. 6:25 AM

Re: REITs

I've always wondered what was the difference between qualified and unqualified...and now I know. Thanks.

Isn't there something about the dividends or capital gains tax rate sunseting soon though and it would all go back to ordinary income [more]

NL

Boards Post

mjpersely posted to the Mutual Funds board. 6:04 AM

Everlasting Portfolio

Does anyone have any info regarding the Everlasting Portfolio? I only found out about it because there was some kind of web infomercial and it even mentioned the ticker name but I did not write it down. I
have searched all over the TMF site and [more]

Sun Aug 24

NL

Boards Post

mjpersely replied to the Tax Strategies board. 9:00 PM

Re: REITs

Thanks. So if in a retirement account no special reporting or taxation until withdrawn (unless a Roth) and if in a taxable account no special tax forms to deal with just pay the taxes on the dividends, correct?

NL

Boards Post

mjpersely replied to the Tax Strategies board. 8:46 PM

Re: MLP State Filing requirements

Wow...I am confused. Are you saying that we have to file a K-1 both for federal and the state we reside in (if that state has state income tax reporting) plus each state that the MLP has operating interests in?

I was under the impression [more]

NL

Boards Post

mjpersely posted to the Tax Strategies board. 8:03 PM

REITs

Is it better to hold a REIT stock in a taxable account or a retirement account? I am unsure of if it is treated like a MLP and requires a K-1 or not.

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Boards Stats & Trivia

One star, 50 posts Old School Fool
Board Posts 63
Recs Received 3
People who have rec'd these posts 3
Recs to Posts Ratio (last 30 days) N/A
Threads Started 24
Threads Started Percentage 38.10 %
Most Frequent Board Tax Strategies
Very First Post Re: MLP tax consequences (3/9/2007)
Percentage of Posts Rec'd 4.76 %
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