MLPs 101: Dividends, Tax Efficiency, and More1
MLPs have long been a compelling segment of the energy space given their income potential. MLPs can distribute more of their cash flow to investors as dividends because they pay no taxes at the entity level. As tax deadlines loom, the tax advantages of MLPs are coming into focus for more and more investors. Join the experts at SS&C ALPs and VettaFi for a thoughtful discussion about the advantages of MLPs and how to access them through an ETF investment vehicle.
Topics covererd will include:
- A primer on MLPs and their tax treatment.
- How investors can access MLPs using ETFs and receive a 1099 instead of a K-1.
- Historical distribution characteristics.
Paul Baiocchi, CFA*Chief ETF Strategist
SS&C ALPS Advisors
Stacey Morris, CFAHead of Energy Research
This complimentary webcast is for financial professionals only and is closed to the public.
INSTITUTIONAL USE ONLY
An investor should consider the investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus containing this and other information, call 1-866-759-5679 or visit www.alpsfunds.com. Read the prospectus carefully before investing.
Shares are not individually redeemable. Investors buy and sell shares on a secondary market. Only market makers or “authorized participants” may trade directly with the Fund, typically in blocks of 5,000, 25,000 or 50,000 shares.
All investments are subject to risks, including the loss of money and the possible loss of the entire principal amount invested. Additional information regarding the risks of this investment is available in the prospectus.
*Paul Baiocchi is a Registered Representative of ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc.
1 This notice is provided to you for informational purposes only, and should not be considered tax advice. Please consult your tax advisor for further assistance.
ALPS Advisors, Inc., ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc., affiliated entities, are unaffiliated with VettaFi and the Alerian Index Series.
ALPS Portfolio Solutions Distributor, Inc. is the distributor for the Alerian MLP ETF and Alerian Energy Infrastructure ETF.
VettaFi and its affiliates (collectively, “VettaFi”) are not investment advisors, and VettaFi makes no representations regarding the advisability of investing in any investment fund or other vehicle. The LiveCast should not be construed as providing individual advice of any kind, including, but not limited to, investment, tax or legal.