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Top related persons:
Jared Woodard - 2 Woodard - 2 MLPA - 1 — - 1 MLPX - 1 IYK - 1 Morningstar - 1 XLU - 1
Top related locs:
U.S MLPs Indonesia America Nuveen
Top related orgs:
Bank of America - 2 MLP & Energy Infrastructure - 2 Mutual - 1 Bloomberg - 1 ETF - 1 SEC - 1 Muni - 1 Global - 1

Search resuls for: "X MLP"


3 mentions found


☆ The tax code could be in for upheaval. How to prepare your portfolio, per Bank of America
  + stars: | 2024-10-21 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +4 min
The Tax Cuts and Jobs Act (TCJA), which took effect in the beginning of 2018, overhauled the federal tax code. It roughly doubled the standard deduction, adjusted individual income tax brackets , lowered most of the rates and applied a $10,000 cap on the state and local tax deduction. Mutual funds tend to have higher turnover – that is, buying and selling of underlying securities – and by law they must distribute capital gains. Meanwhile, income from Treasurys are subject to federal income tax, but exempt from state and local tax. Seek tax-efficient opportunities for your holdings Take a look at your portfolio and see whether there are opportunities for tax-advantaged yield, Woodard said.
Persons: Jared Woodard, Woodard, MLPA Organizations: Bank of America, Mutual, Bloomberg, ETF, SEC, Muni, MLP & Energy Infrastructure, Global, MLP, MLPX, & $ Locations: U.S
☆ Build a tax-efficient portfolio with these funds, Bank of America says
  + stars: | 2024-03-19 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +4 min
April 15 is the deadline for taxpayers to file their income tax returns and pay sums owed for 2023. MLPs themselves aren't subject to federal income taxes, but limited partners owe taxes on the income distributed. MLPX has a total return of 7.6% in 2024, and MLPA's year-to-date total return is 9.3%, according to Morningstar. In 2024, IYK has a total return of nearly 4.7%, while XLU's total return is about 0.7%, according to Morningstar. MFM's total return this year is 3.66%, and NZF has a total return of 3.4% in 2024, according to Morningstar.
Persons: Jared Woodard, Woodard, —, MLPX, IYK, Morningstar, XLU, NZF Organizations: Bank of America, MLP & Energy Infrastructure, X MLP, Morningstar, Consumer Staples, Income Trust, Income Locations: MLPs, Indonesia, America, Nuveen
☆ Portfolio manager names 3 investing themes to back and what to buy in a choppy market
  + stars: | 2022-10-26 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Investors will look to corporate earnings and forward guidance during this peak reporting season, with tech firms set to report this week. He said the three themes his firm is going for now are: income, energy and small-cap stocks. Energy Petrides highlighted one "interesting play" in the energy market — Master Limited Partnerships (MLPs), which trade like stocks but are really a partnership interest. Small caps Petrides said small-cap stocks have been "one of the best-performing" asset classes on average since the 1950s. Some small-cap stocks can be described as value stocks, which are shares that appear to trade at a lower price relative to their fundamentals.
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