After completing my pension rollover analysis and having the funds completely transferred to my new Rollover IRA, I began to execute my plan of building out a collection of REIT holdings (plus one BDC). Initially, I planned to write up a detailed analysis of each purchase as I had done with my recent buy of …
With my pension analysis complete and the transfer to a Rollover IRA now complete, I have added a few positions to the portfolio over the last few days. The Rollover IRA will be predominantly focused on REITs and BDCs–which stands for Business Development Company–as it is more advantageous to hold these in a tax-advantaged account …
One of the sectors missing in my dividend portfolio has been REITs, primarily because my portfolio has been built in a taxable account and it is recommended to hold REITs in a tax-advantaged account. To address that gap, my plan has been to establish my REIT holdings in a new Rollover IRA that is being …