Investment Approach BlackRock California Municipal Income Trust’s (BFZ) (the 'Trust') investment objective is to provide current income exempt from regular US federal income and California income taxes. The Trust seeks to achieve its investment objective by investing primarily in municipal obligations ...
California taxes all capital gains as regular income. If you live in California, you could get hit with surprisingly large tax bills on your investment accounts. In contrast, the Federal Government will differentiate between long-term capital gains and short-term capital gains for tax purposes. ...
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The investment seeks high current income exempt from federal and California income tax; capital appreciation is a secondary objective. The fund normally invests at least 80% of its assets in debt securities whose interest is, in the opinion of bond counsel for the issuer at the time of issuance...
Nuveen Asset Management is a premier asset manager with a broad range of investment solutions forhigh net worth individuals and institutional clients. With an extensive history evaluating the municipal bond markets, Nuveen Asset Management offers our clients an approach to investing that emphasizes ...
The investment seeks high current income exempt from federal and California personal income tax that is consistent with capital preservation. To pursue its goal, the fund primarily invests in investment-grade municipal securities - those in the four highest credit rating categories (rated AAA to BBB...
Franklin California Tax-Free Income Fund was formed on February 1, 1997 and is domiciled in the United States.The investment seeks to provide investors with as high a level of income exempt from federal income taxes. The fund invests at least 80% of its total assets in investment grade ...
All deductible contributions, as well as any income and gains on invested funds from a traditional IRA, are fully taxable as income in California. Just as under federal law, qualified distributions from Roth IRAs are not taxable, however,investment gains on early distributions may be taxed as in...
By David Rae Certified Financial Planner™, Accredited Investment Fiduciary™ Many California business owners have seen record profits so far in 2023. Being locked at home has caused some of us to spend a lot more time working, and that hard work has paid off in the form of higher incom...
Investment income may be subject to certain state and local taxes and, depending on your tax status, the federal alternative minimum tax. Capital gains are not exempt from federal income tax. Investors should consider carefully information contained in the prospectus, or if available, the summary ...