REITs

A PKS rep allegedly sold $190 million worth of non-traded REITs and BDCs without disclosing the commissions.

The discussions, which have since been abandoned, centered on a REIT with a market value of $2 billion, according to people familiar with the matter.

The funds include a wide range of offerings from emerging markets to precious metals, multi-strategy and REITs.

The firm says clients can achieve similar risk-return exposures and long-term returns with a well-diversified portfolio.

With the number of U.S. indexes far outstripping stocks, anxiety is mounting over whether the funds artificially inflate share prices, fueling bubbles.

Certain clients may consider donating directly from their IRAs.

The effective tax rate on qualified dividends for those in the highest income tax bracket fell.

But the benefits are not evenly distributed among taxpayers.

A settlement with Massachusetts regulators resolved a nontraded REIT case, but NPH’s terminations from FINRA and a handful of states are still pending.

Many investors remember that the S&P 500 lost 39% in 2008, but few recall that the 10-year government bond gained 21% that year.

These property tax deferral programs are available to older homeowners who want to postpone real estate taxes provided they remain living in their home.

Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.

Expected to raise $1 billion, the listing could encourage new offerings from many of the country’s cash-starved property firms.

Failing to monitor reinvested dividends could boost their tax bills.

Investors have found the sector attractive again as Treasury yields dropped to 2.8% in six days.

One option for the higher earning spouse is to use an IRA as payment.

In the past, both asset classes served as sources of capital appreciation and income.

The new fund tracks the S&P 500 Dividend Aristocrats Index.

Many are unaware that they are responsible for a majority of their medical expenses, aside from premiums and coinsurance costs.

The right strategy can put them “in the 0% tax bracket,” an expert writes.