Key to the hawkish shift was concern about the ramifications of some of the plans President-elect Donald Trump promised to enact. The thinking is that the potential combination of increased federal tax cuts, expanded government expenditures, new tariffs and significant deportations could increase price...
Since the tax-equivalent yield of a municipal bond is dependent on the marginal tax rate, we got different figures for each client. Mike should add the corporate bond to his portfolio because yield on the corporate bond (i.e. 3.70%) is higher than the tax-equivalent yield on the ...
iShares National Muni Bond ETF Learn more about MUB MAYHX High Yield Municipal Fund Learn more about MAYHX MALMX Short-Term Municipal Fund Learn more about MALMX There are many ways to access BlackRock Funds, learn how you can add them to your portfolio ...
Why municipal bonds may be bargains: munis yield over 4%--equivalent of a taxable bond yielding 6% for those in the 33% tax bracket.(Your Money)Luxenberg, Stan
Municipal Bonds 101 Taxable Municipal Bonds: A High-Yield Opportunity to De-Risk Portfolios Aaron LevittDec 24, 2024 One of the biggest draws to the municipal bond market is their tax-free status. Issued by states...Municipal Bonds 101 Municipal Bonds and Infrastructure: A High-Yield ...
Question: What's the taxable equivalent yield on a municipal bond with a yield to maturity of 5.2 percent for an investor in the 33 percent marginal tax bracket? (Round your answer to 2 decimal places.) What's the taxable equivalent yield on a...
The ALPS Intermediate Municipal Bond ETF (MNBD) seeks to actively achieve its investment objective by applying bottom-up fundamental analysis and investing in a long-term, tax-aware manner. MNBD aims to actively implement the strategy by investing primarily in a diversified portfolio of investment ...
Why would one choose to buy discount rather than premium municipal bonds, acknowledging that one might need to pay tax based on the de minimis rule? This will lower the final yield. H.S., Florida Read Answer Diversifying your muni bond portfolio Mar 11 2024 In your article (“State of ...
Also known as the “after-tax”yield, the tax-equivalent yield takes into account your current tax rate to determine whether an investment in a municipal bond is equivalent to a corresponding investment in a given taxable bond. Fortunately, there’s a formula for that. It is: Tax−Equivale...
So, when considering munis, investors should compare the yields of taxable investment-grade and government bonds by using thetax-equivalent-yield formula. Tax-equivalent yield (TEY) is the yield that a taxable bond must have to equal or exceed the tax-adjusted yield of a municipal bond. Tax ...