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[PDF File]Publication 4079 Tax-Exempt Governmental Bonds
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educational materials, to the municipal finance community. This IRS Publication 4079, Tax-Exempt Governmental Bonds (the “Publication”), provides to state and local governments that issue tax-exempt bonds an overview of the federal tax law rules that apply to municipal financing arrangements commonly known as “governmental bonds.”
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[PDF File]State-specific taxation of municipal bond interest - Vanguard
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State-specific taxation of municipal bond interest Important tax information for 2016 For Indiana and Utah residents, state tax laws require you to report, as taxable income, dividends from municipal bond funds that invest in bonds issued by most other states.
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[PDF File]10 income and estate tax planning strategies
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be attractive on a relative tax basis for higher-income taxpayers , especially those who find themselves subject to the 3.8% surtax on net investment income. The tax equivalent yield, i.e., the yield an investor would require in a taxable bond investment to equal the yield of a comparable tax-free municipal bond, is higher for those taxpayers. 2.
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Invesco California Tax-Free Income Fund fact sheet (PDF)
Invesco California Tax-Free Income Fund Tax-free investment grade Mutual Fund Retail Share Classes Data as of June 30, 2019 ... and the alternative minimum tax. S&P Municipal Bond California 5+ Year Investment Grade Index is a sub-set of the broad S&P Municipal Bond Index. This index of
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[PDF File]Tax Treatment of Premium and Discount Bonds
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The bond will mature June 30, 2024, and pays a stated interest rate of 5% annually. The investor is paying a premium of $350 in order to receive the above-market annual coupon of $50, which equates to a 1.74% yield on the bond. For tax purposes, firms will amortize …
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[PDF File]2017 Tax-Exempt Income from Fidelity Funds
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and/or local income tax for the state-speciﬁc funds in the “State/Local Tax-Exempt Income from Fidelity Funds” section of your 2017 Tax Reporting Statement. You will need to calculate the portion of tax-exempt interest dividend income that may be exempt from your state income tax for the municipal funds that are not state specific.
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[PDF File]Tax update 2017 Important information to prepare your tax ...
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Deutsche California Tax-Free Income Fund 5.98% Deutsche Intermediate Tax/AMT Free Fund 0.00% Deutsche Managed Municipal Bond Fund 5.46% Deutsche Massachusetts Tax-Free Fund 2.46% Deutsche New York Tax-Free Income Fund 6.74% Deutsche Short-Term Municipal Bond Fund 17.70% Deutsche Strategic High Yield Tax-Free Fund 9.24%
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Municipal Bond Market: Risk/Return - VanEck
Municipal Bond Market: Risk/Return *The income generated from some types of municipal bonds may be subject to state and local taxes as well as to federal taxes on capital gains and may be subject to alternative minimum tax.
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[PDF File]Bank-qualified municipal bonds
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municipal. Let’s assume the yield on the bank-qualified bond is 4%. Actual BQ yield = stated BQ yield - TEFRA haircut Example: 4% - 14 basis points = 3.86% In effect, the bank purchasing the 4% bank-qualified security is getting a tax-free bond with a 3.86% yield …
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[PDF File]Evaluating a Municipal Bond’s Interest Rate Risk - MSRB
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Evaluating a Municipal Bond’s Interest Rate Risk 2 Subscribe to investor education and EMMA email updates from the MSRB. • Call Features — Generally, bonds with call features have a lower duration when interest rates fall and a higher duration when interest rates increase. As yields rise on a bond, duration tends to shorten.
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Tax free municipal bond calculator