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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (73020)7/4/2023 9:22:31 AM
From: Rarebird1 Recommendation

Recommended By
Lance Bredvold

  Read Replies (3) of 78817
 
I had a $117 UBI charge on my traditional IRA account with TD Ameritrade where I hold MLPs. Of the $117, $4 was for fees and late charges. My accountant from NYC use to tell me not to worry about MLPs if they were in retirement accounts. I figured out a while back that he had no idea what he was talking about. Anyway, TD Ameritrade was required by law to fill out the form to the IRS and they sent me the copy.

I bought EPD, PAA and PAGP in my IRA account a couple of weeks ago and I am already up quite a bit in PAA and PAGP. I have no idea how this UBI works? Is it just profit plus income?

TD Ameritrade gave me no hassles. I have a feeling I won't like Schwab. Maybe I switch to IB.

Plan switch to Schwab is early next year for me.
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