The state tax columns use California's top marginal rate of 13.3% and New York's top marginal rate of 10.9%. For residents of those states buying bonds issued within their home state, both federal and ...

Wealth managers move a lot of money around during tax season to meet client obligations. Several advisors say that this year, a lot of leftover cash from all that shuffling could end up in municipal ...

A $1 million municipal bond portfolio yielding 5% generates $50,000 per year in interest income that the federal government cannot touch. For a married couple in the top tax bracket, that same $50,000 ...

High earners in the top federal tax brackets stand to benefit most from high yield munis, where tax-equivalent yields can significantly exceed comparable taxable bonds. Retirees drawing income from ...

A retired teacher earning $45,000 annually needs roughly $1.2 million in municipal bonds yielding 3.7% to replace pension-equivalent spendable income tax-free. Municipal bonds save significant ...

A construction barrier on a road in Raleigh, North Carolina, US, on Wednesday, July 17, 2024. Municipal bond sales are surging at the fastest clip in weeks as issuers focus on the prospect of lower ...

ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, is pleased to announce that the Essential Income REIT’s tax-equivalent yield on 2025 ...

PASADENA, Calif.--(BUSINESS WIRE)--ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, has announced that the Essential Income REIT’s ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. A 4.5% municipal bond yield and a 4.29% 10-year Treasury ...

A 4.5% municipal bond yield and a 4.29% 10-year Treasury yield look nearly identical on paper. For someone in the 35% or 37% federal tax bracket, the difference is enormous, and it compounds every ...