Tax free income investments
[PDF File]Tax-free income funds As of March 31, 2019
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Tax-free income funds : As of March 31, 2019: Current performance may be lower or higher than the quoted past performance, which cannot guarantee future results. ... not sensitive to the federal income tax consequences of their investments. 4ond prices may fall or fail to rise over time for several reasons, including general financial market ...
[PDF File]Tax Free Income Funds
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1.9%, 6.1%, and 12.6% of net assets in Arizona Tax Free Fund, California Tax Free Fund, Colorado Tax Free Fund, and Intermediate Tax Free Fund, respectively, were pre-refunded and escrowed to maturity issues. 4 Investments typically comprise substantially all of the fund’s net assets. Other assets and liabilities include receivables for items ...
[PDF File]empt Mutual Funds Tax Information
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Sit Tax-Free Income Fund The majority of income dividends paid by the Fund are ex-empt from regular federal income tax, however, income divi-dends may be subject to state and local taxation. SOURCE OF TAX-EXEMPT INCOME DIVIDENDS The percentages of tax-exempt income dividends from vari-ous states paid during 2017 are: Alabama 0.25% Montana 0.65%
[PDF File]State Tax-Exempt Income 2018 Tax Info
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A portion of the 2018 federally tax-exempt income distributions from the funds listed below may be exempt from state income tax if your state law allows. • High-Yield Municipal • Intermediate-Term Tax-Free Bond • Tax-Free Money Market. 1. To determine the allowable amount, multiply the income distribution from Box 11 on
[PDF File]Tax Free Income Funds - Country Financial
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California Tax Free Fund Investment Objective: providing maximum current income that is exempt from both federal income tax and California state income tax to the extent consistent with prudent investment risk How did the fund perform for the fiscal year ended
[PDF File]Invest for tax-free income with an experienced team
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Bond investments are subject to interest-rate risk (the risk of bond prices falling if interest rates rise) and credit risk ... Tax Exempt Income, Tax-Free High Yield, AMT-Free Municipal, Short-Term Municipal Income, and Intermediate-Term Municipal Income funds assume a maximum federal income tax rate of 40.80%, which includes the 3.80% ...
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