Is it best to hold REIT like annaly and AGNC in a taxable account , or tax deffered IRA, or tax exempt ROTH? Thanks to all those who provide input.
All high yielders should be in retirement accounts.
THANKS I do have them in tax deffered account. MLP on the other hand are in taxable account
I don't think anyone has an understanding of your tax situation.
If you hold it in a regular account they are NOT qualified dividends and you will be taxed on them as such.