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[PDF File]Weighing the Choice between Taxable and Tax-Free Bonds
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3For bond funds, the 30-day SEC yield is computed under a SEC standardized formula and reflects an estimated yield to maturity (assuming all portfolio securities are held to maturity). 4 This gives you an idea of the yield that an investor in the 32% federal tax bracket would have to earn on a taxable security to equal the fund’s yield.
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Aquila Tax-Free Fund For Utah Taxable Equivalent Yield Comparison Aquila Tax-Free Fund For Utah is a mutual fund which seeks to provide as high a level of current income, exempt from both state of Utah and federal income taxes, as is consistent with preservation of …
after tax yield

[PDF File]Would a 4% Taxable Equivalent Return Make You A Bond …
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tax-equivalent yield. To do that, you apply a simple formula that involves your federal marginal tax rate--the income tax rate you pay on the last dollar of your yearly income. The formula depends on whether you want to know the taxable equivalent of a tax-free bond, or the tax-free equivalent of a taxable bond.
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[PDF File]AQUILA TAX-FREE FUND FOR UTAH TAXABLE EQUIVALENT …
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Calculate Coupon Equivalent Yield In order to calculate the Coupon Equivalent Yield on a Treasury Bill you must first solve for the intermediate variables in the equation. In this formula they are addressed as: a, b, and c. 364 0.25 (4) a = Calculate Coupon Equivalent Yield …
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[PDF File]Price, Yield and Rate Calculations for a Treasury Bill ...
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Apr 09, 2019 · In this example, a taxable yield of 6% is equivalent to a tax-free yield on a muni bond of 3.78% if you are in the 37% federal tax bracket. Stated another way, if you can get 3.78% return on a muni bond, it is the equivalent to a return on a taxable investment of 6%. State tax considerations The above computation doesn’t take into account ...
after tax yield formula

After Tax Yield of a Taxable Security
only 20%-25% of tax-exempt bonds, and the income potential remains compelling on the longer end of the yield curve. To help your clients determine the impact of any reductions in income tax rates, calculate the tax equivalent yield to show the tax-adjusted yield on their muni bonds. The formula for the calculation is: Tax-free yield
after tax yield calculator

Tax free equivalent yield formula