If tax efficiency is a top priority, there are quite a few ways to shield more of your investment gains from Uncle Sam. Asset location should come first. Americans have access to several tax-sheltered ...
The investment seeks current income exempt from regular federal income tax. The fund, under normal circumstances, invests at least 80% of its assets (net assets plus borrowings for investment purposes ...
The municipal bond market has a lot going for it, with yields solid even on high-credit-quality issues. Some muni tax-equivalent rates are as high as 7%. The president-elect campaigned on extending ...
With the fourth quarter kicking off, it’s time for investors to consider tax strategy. And, thanks to a rather obscure area of the tax code, there is a nice year-end tax planning opportunity for ...
New ETF delivers access to short-duration investment-grade municipal bonds near call dates, offering federally tax-exempt income with lower duration risk. Traditionally, investors seeking tax-free ...
Read here for an update on VKI CEF's municipal bond strategy, actual tax-free yields, and risks, and compare alternatives for ...
The investment seeks current income exempt from regular federal income tax. The fund, under normal circumstances, invests at least 80% of its assets (net assets plus borrowings for investment purposes ...