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A publicly traded partnership (PTP) can be one of the best investments you can make from a tax standpoint, but putting your return together can be difficult because of the K-1 form, with which many investors are unfamiliar. The K-1 is one of the biggest reasons why more investors don’t take advantage of PTPs. Read More

Crude oil prices have fallen nearly $30 per barrel and natural gas prices are off $3.50 per million British thermal units (MMBtu) since the beginning of July. This sudden, dramatic correction has sent shockwaves through the energy patch and prompted some unusual volatility in our favorite energy-related publicly traded partnerships (PTPs). Read More

Are MLP units good for IRAs and other tax-exempt investment vehicles? Yes, but you will not be able to take advantage of return of capital (ROC). Placing investments that are already tax-advantaged in a tax-sheltered account isn’t the most efficient allocation of resources; hold MLP units in brokerage… Read More