Looking for Tax-Deferred Income? Consider the AMLP ETF May 5, 2021
In office barely more than three months, President Biden is busying pitching various plans and proposals, including the largest tax increase the U.S. has seen in three decades.
In fairness, the increase, which includes significant alterations to the capital gains structure, is targeted at big earners and high net worth individuals and married couples. It remains to be seen if it passes and in what form, but mere speculation that taxes could rise has some investors looking for tax-deferred income.
Master limited partnerships (MLPs) and the
“For tax-deferred income, Master Limited Partnerships (MLPs) may represent an attractive option for investors,” writes Alerian analyst Stacey Morris. “Typically 70-100% of MLP dividends (called distributions) are considered to be a tax-deferred return of capital, which means the taxes on that portion of the income are not paid until the investment is sold. The portion o
100 Days Later, What Has Biden Actually Done? Refinery29 12 hrs ago Natalie Gontcharova
On Wednesday night, Biden announced the sweeping, New Deal-like $1.8 trillion American Families Plan an unprecedented federal investment in education, childcare, and paid family leave which would be paid for by raising taxes on the wealthiest Americans. In that same speech, his first address to Congress, Biden urged Congress to pass the George Floyd Justice In Policing Act by next month, the first anniversary of George Floyd’s death. The bill seeks to end certain deadly police techniques at the federal level and improve training, as well as ban no-knock warrants in federal drug cases, end “qualified immunity,” and create a national police misconduct registry. He also urged Congress to act on gun legislation in the wake of multiple mass shootings, specifically calling out the Senate Republicans who are stalling the process.
3 Oil Stocks To Watch This Spring By Alex Kimani - Apr 15, 2021, 7:00 PM CDT
Oil bulls who have been praying for oil prices to cross the $70 per barrel mark to affirm a full recovery after a very encouraging 6 month-long rally have unfortunately been disappointed. Oil prices seem to have hit a ceiling at the high 60s and are currently flirting with the low 60s with a Covid-19 resurgence raining on the bulls parade thanks to new lockdowns in key consumer regions such as India and the UK.
Still, the U.S. oil and gas sector remains in good stead; J.P. Morgan has estimated that Permian s Delaware Basin oil drillers now require oil prices of just ~$33/bbl to break even down from $40/bbl in 2019. Indeed, JPM says most U.S. onshore operators are economic at current oil prices, and many operators are even likely to ramp up activity in H2 and build solid momentum for higher volumes in 2022.
Dividend Dreamland: A Pair of Global X ETFs to Consider April 16, 2021
Recent upticks in Treasury yields might have fixed income investors more hopeful for yield, but those still seeking more can consider the
QDIV offers ETF investors an annual dividend rate of about 3% with a low 0.20% expense ratio. With the quality feature added, investors get that added tilt towards companies with strong fundamental characteristics.
The fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500® Quality High Dividend Index. The fund invests at least 80% of its total assets in the securities of the underlying index.
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April 1, 2021 9:00 AM MoneyTips
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You probably know about potential IRA tax traps related to withdrawals, rollovers, and estate planning that can saddle you with penalties and surprise tax bills. Did you know that the type of investments you hold could also hand you a surprise tax bill and potentially ruin your IRA status?
The most common of the traps results in tax bills through Unrelated Business Taxable Income (UBTI). The sources of business income from stocks, bonds, and funds such as interest income, capital gains and dividends are exempt from UBTI and the corresponding tax (unsurprisingly called the Unrelated Business Income Tax or UBIT). IRAs that operate a business, have certain types of rental income, or receive income through certain partnerships, are subject to taxation once the total UBTI exceeds $1,000. The purpose is to prevent tax-exempt entities from gaining an unfair advantage on regularly taxed business entities.