Tagged: NON-DIVIDEND DISTRIBUTIONS

Tax Treatment Of My REIT Dividends Part 1

I hear a lot of recommendations that I should hold my healthcare REITs in tax-advantaged accounts. The theory is the taxman will hit us hard if we hold these assets in taxable accounts. That’s because REITs shell out nonqualified dividends that get taxed like regular income. I touched on this briefly when I talked about where I keep my medical office buildings. At the time of writing that post, as recommended, I was holding almost...