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Non-Tech : UAN - The variable distribution MLP that could go a long way
UAN 77.00-1.7%Jun 14 4:00 PM EDT

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To: Area51 who wrote (803)2/5/2024 1:28:17 PM
From: Elroy1 Recommendation

Recommended By
Area51

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if they just lift the units from the IRA and put them in the taxable account with the original purchase date.....

I think they lift them out of the Roth IRA, and put them in the taxable account with the transfer date (and transfer date unit price as the cost basis).

That's how regular equities are done when transferred out of a retirement account. They say MLPs will be done using the same method. It seems odd, but what's the alternative?
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