peggy can not find were you described to the board when and how you got the IRS advice that as long as making withdrawls from IRA there was no tax on ubti. Can you please clarify for the board when and how that information came from the IRS. It would be very much appreciated
I was refered to a manager. I still suggest a message is less reliable than a phone call to the IRS. So check with tax professionals if you have doubts. I still contend if you hold your investments in an IRA account, are retired, and paying taxes on your yearly withdrawals, you are covered under the unbrella of your bokerage firm. Question your broker for clarification.