Sentences with phrase «bonds offer tax»

Tax - exempt bond funds and certain types of individual bonds offer tax advantages that help you keep more of what you earn.

Not exact matches

We believe that long - term tax - free municipal bonds that offer near - 4 % yields (a 6.62 % taxable equivalent at today's top rate and 6.15 % even at the new proposed top rate of 35 %) still offer superior value.

Tax risks While municipal bonds can offer attractive effective yields and can be a way to generate tax - free income, they may not be right for investors in every tax bracket or for every type of accouTax risks While municipal bonds can offer attractive effective yields and can be a way to generate tax - free income, they may not be right for investors in every tax bracket or for every type of accoutax - free income, they may not be right for investors in every tax bracket or for every type of accoutax bracket or for every type of account.

Like Fidelity's other municipal bond funds, DMFs offer professional management, diversification, and seek to provide federally tax - exempt income.

10 - year AA muni bonds offer yields above those of U.S. Treasuries, even before accounting for their tax advantage (source: Bloomberg).

We also like tax - exempt municipal bonds, which currently offer attractive yields.

Also, any tax bill that does away with or caps state and local tax deductions could further incentivize individuals living in high - tax states that offer preferential treatment to in - state municipal bonds to seek shelter in the bonds of their home states.

Like Fidelity's other municipal bond funds, DMFs offer professional management, diversification, and seek to provide federally tax - exempt monthly income.

The yields and risks are generally higher than those offered by government and most municipal bonds, and the income is subject to state and federal taxes.

Depending upon the municipal bond offered, alternative minimum tax and state / local taxes could apply.

Finally, tax - exempt bonds are offering compelling yields relative to taxable instruments of the same maturity, based on my analysis of the Bloomberg data.

Apple has already done a $ 17 billion bond offering (the company decided to borrow the money rather than pay the hefty U.S. taxes required to bring some offshore cash back home) in order to raise funds for a planned $ 60 billion share repurchase over three years.

Individual retirement accounts offer a tax - advantaged way to save for the future, with the usual mix of investment choices: stocks, bonds, mutual funds or cash.

As of last week, tax - exempt government bonds hit a four year high, with many investors believing that the recent tax reform and an expected rising interest environment will push bond pricing even higher, offering a very attractive economic option for yield starved investors — many of which in recent years have had to increase risk capital allocations to generate reasonable outcomes.

CORPORATE FINANCING NEWS: CORPORATE DEBT By Gordon Platt Apple's $ 17 billion corporate bond offering was not only the largest in history, but it exemplified a clever financial strategy that will save the company billions of dollars in US taxes.

A high net worth investor may consider putting the majority of their bond fund allocation into a municipal bond fund, for the tax benefits they offer.

One option to make the situation fairer for consumers is to raise the cash ISA limit to enable all other providers to offer tax exempt savings accounts for deposits of up to # 15,000, as was available in the NS&I's latest index - linked bond issue.

TCDC promotes economic development initiatives in Tompkins County by offering tax - exempt bonding opportunities to not - for - profit organizations.

The new plan also offers a major bow to bondholders and Wall Street credit rating agencies, who might be worried that state bonds — with payments guaranteed by the state's income tax revenues — could face future payment issues if Albany is to rely less on income tax collections.

The bills also offer a raft of other ideas, including tax incentives for cars and car chargers, bond authority to raise money for charging infrastructure, and requiring utilities to come up with their own estimates of how many plug - in vehicles could hit roads.

States» interest in offering tax - free college - savings bonds is growing, but the outlook appears uncertain for tuition «trust fund» plans like the one pioneered by Michigan, a new study indicates.

The firm believes analytical tools that apply to taxable bonds do not work properly on tax - exempt bonds and instead has developed and uses proprietary analytics, including a Net Implied Tax Rate that indicates when we think municipals offer valtax - exempt bonds and instead has developed and uses proprietary analytics, including a Net Implied Tax Rate that indicates when we think municipals offer valTax Rate that indicates when we think municipals offer value.

Though municipal bonds generally offer lower interest payments compared with taxable bonds, their overall return may be higher because of their tax - reduced (or tax - free) status.

Individual retirement accounts offer a tax - advantaged way to save for the future, with the usual mix of investment choices: stocks, bonds, mutual funds or cash.

Both offer tax - free growth (something no other retirement account or strategy offers except for properly structured whole life insurance and municipal bonds) and both offer some liquidity provisions so you can access your money before you reach 59 1/2.

Higher Credit Quality, Lower Volatility and Comparable Yields Preferreds have significantly higher credit quality than high yield bonds, have exhibited lower volatility and can offer similar yields with potential tax advantages on income as some preferreds provide QDI.

Because municipal bonds seek to provide tax - free income, they have generally offered higher yields than their taxable counterparts.

U.S. municipal bonds, whether tax - free or taxable, offer incremental yield relative to the negative or near zero yield environments seen in the Eurozone and Japan.

Municipal bonds can play an important role in an investor's portfolio, offering a higher tax - equivalent yield than many taxable fixed income alternatives, and the potential for portfolio diversification to stocks and other types of bonds.

The best tax - free municipal bond funds should offer reasonable management fees and expenses that are comparable to similar products.

This meant that municipal bonds, which typically yield less than Treasuries before tax, began to offer yields higher or comparable to federal government debt on a pre-tax basis.

10 - year AA muni bonds offer yields above those of U.S. Treasuries, even before accounting for their tax advantage (source: Bloomberg).

RAN Random walk theory Real Estate Investment Trust Real Estate Mortgage Investment Conduit Reallowance Recession Record date Recourse loan Recovery Redeemable security Redemption fee Redemption price Red Herring Reference security Refunding Regional exchanges Registered bond Registered Options Principal Registered Options Trader Registered representative Registrar Registration Regressive tax Regular way settlement Regulated investment companies Regulation A offerings Regulation D Regulation M Regulation S Regulation T Regulation U REIT REMIC Re-offering scale Representative Repurchase agreement Reserve requirements Resistance Restricted account Restricted securities Retention Revenue Anticipation Note Revenue bond Reverse split Reversionary working interest Rights Rights of accumulation Rights offering Riskless transaction Rollover Rollup of a DPP ROP ROT Roth IRA Round lot Royalty Rule 134 Communication Rule 144 Rule 144 A Rule 147 Rules of Fair Practice

Franklin has been managing tax - free income funds for nearly 40 years, utilizing a team of 32 investment professionals which offers, in our view, an expert perspective on the municipal bond market.

Parity Parity price Participating preferred stock Participating (semi-fixed) Trusts Partnership Par value Passive income Pass - through security Payment date P / E ratio Penny stocks PHA Bonds Phantom income Pink sheets Placement Ratio Plan completion life insurance PN Point Portfolio income Position limits Positions book Pot Power of attorney Pre-dispute arbitration clause Preemptive right Preferred stock Preliminary prospectus Preliminary study Preliminary statement Premium Pre-refunding Pre-sale order Price to Earnings ratio Primary distribution Primary market Prime rate Principal Principal stockholder Principal transactions Private placement Private placement memorandum Private securities transaction Proceeds sale Production purchase program Profile Profit - sharing plans Program trading Progressive tax Project note Prospectus Prospectus delivery period Proxy Prudent Man Rule Public float value Public Housing Authority Bonds Public Offering Public offering price Purchaser's representative Put bond Put option Put spread

If an investor is in this bracket, muni bonds offer a much higher tax - equivalent yield than corporate bonds, 3.5 % compared to 2.8 %.

(Investing in these bonds may offer a tax - free income stream but they are not without risks; see The Basics Of Municipal Bobonds may offer a tax - free income stream but they are not without risks; see The Basics Of Municipal BondsBonds.)

The Canadian equity and bond offerings are interesting and I intend to switch to them from ishares on new contributions and in tax sheltered accounts.

Although these bonds offer a lower interest rate than corporate bonds, because of tax - exempt advantages, munis could bring in an after - tax return higher than a corporate bond.

This offering provides exposure to the Massachusetts municipal bond market, seeking to provide Fund shareholders with current income exempt from regular federal income tax and state personal income tax.

This offering provides exposure to the municipal bond market, seeking to provide Fund shareholders with current income exempt from regular federal income tax.

Couple that with a state tax deduction if you are eligible and EE series savings bonds offer a risk free rate that matches that of a conservatively managed asset allocation in a 529, without the risk of a 10 % penalty.

This offering provides broad exposure to the municipal bond market, seeking to provide Fund shareholders with current income exempt from regular federal income tax.

If you've been following our tax - time chart series, you know that municipal bonds offer you the opportunity to keep more of what you earn via an attractive after - tax yield and provide a compelling counterbalance to equity risk.

The returns offered by tax - free bonds may be quite appealing for investors, but such bonds often come with reinvestment risk.

Read through the offer documents and check to see whether the mutual funds identified meet your investment needs in terms of equity share and bond weightings, downside risk protection, tax benefits offered, dividend payout policy, sector focus and other parameters of relevance to you.

Below are the details of the firms and the maximum allocated amount of funds they can raise by offering new Tax Free Bonds in the current Financial Year (2016);

Even non tax paying companies can benefit from tax - exempt municipal bonds as the pre-tax yield of high quality municipals can often offer more income than comparable taxable bonds.

Giving away appreciated securities such as stocks, bonds, or mutual fund shares offers an additional tax benefit: You can generally take a tax deduction for the full market value of the securities donated and also avoid paying tax on the capital gains on the investment.

This offering provides exposure to the Maryland municipal bond market, seeking to provide Fund shareholders with current income exempt from regular federal income tax and state personal income tax.