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He moves $700,000 into tax-free municipal bonds as 20-year yields reach 4.5%. The IRS exempts his $31,500 in annual interest. Medicare counts every dollar
Quick ReadTax-exempt municipal bond interest still counts toward Medicare's income test, so $31,500 of muni interest pushes a retiree into a higher premium tier.The surcharge costs about $1,150 a year ...
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The midterm election could reshape the muni bond market. Here’s what investors need to know
The 2026 election could affect municipal bonds through state tax measures, new bond supply and the makeup of Congress.
Most retirees compare bond yields at face value and quietly leave money on the table. For high-bracket investors, the federal ...
Right now, the TEY for municipal bonds is 8% for investors in the top tax bracket, though the math remains favorable for those in lower brackets as well. This is a level of taxable-equivalent yield ...
Munis also trade inverse to interest rates and as rates rose, the value of previous-vintage muni bonds declined.
VCIT's 5.5% dividend payout comes with greater volatility and credit risk, while MUB's tax-exempt status appeals to ...
A topnotch high-yield muni offering. Our research team assigns Gold ratings to strategies that they have the most conviction will outperform their Morningstar Category average over a market cycle on a ...
In Q3 2026, the municipal bond market had its worst quarter since 1981 as the Bloomberg Municipal Bond Index returned -6.35%, ...
This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Municipal bonds have become genuinely competitive for high-tax-bracket investors, a ...
New York’s resilient economy and strong tax collections support municipal credit fundamentals, but longer-term fiscal ...
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