Sentences with phrase «exempt bond fund»

If you sell a tax - exempt bond fund at a profit, there are capital gains taxes to consider.

If you sell a tax - exempt bond fund at a profit, you could incur capital gains taxes.

In addition, although some municipal bonds in the fund may not be subject to ordinary income tax, they may be subject to federal, state, and local alternative minimum tax, if an investor sells a tax - exempt bond fund at a profit, there are capital gains taxes to consider.

If you're in one of the highest tax brackets and investing outside of your retirement account, you may be able to reduce your tax exposure with a tax - exempt bond fund.

Payden Tax Exempt Bond Fund (PYTEX) will be liquidated on July 22.

This may include allocating your assets in growth and value stock funds and taxable or tax - exempt bond funds with varying maturities, in both domestic and international markets.

An additional $ 22 million in tax - exempt bond funding has been approved through the CSFA.

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

Tax exempt bond funds invest in municipal bonds to take advantage of the tax - free income.

You can open a Vanguard account, for example, and invest $ 50k into the admiral shares of tax - exempt bond funds.

Acted as lead counsel for shareholders of leveraged, tax - exempt bond funds in actions under the Investment Company Act against investment advisors.

Not exact matches

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

Although the income from municipal bonds held by a fund is exempt from federal tax, you may owe taxes on any capital gains realized through the fund's trading or through your own redemption of shares.

Municipal bond funds are exempt from paying federal taxes, and in some case even exempt from state taxes... Most investors that invest in mumi funds are in the higher tax bracket, so muni funds are a good choice, to avoid being taxed on the dividends.

In 2011, Morgan Stanley helped the Whitney issue more than $ 125 million in tax exempt bonds — funding that was critical to the museum's reopening on May 1, 2015, in an iconic new structure that overlooks the Hudson River in the heart of a vibrant, renewed urban enclave.

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

If a fund investor is resident in the state of issuance of the bonds held by the fund, interest dividends may also be exempt from state and local income taxes.

Funds that exclusively hold U.S. Treasury bonds may be exempt from state taxes.

Since it is the last Friday of the quarter, I'm going to do something a little different and zoom in on three funds invested in federal tax exempt municipal bonds.

Blackrock Muni Yield Investment Quality (MFT) is a closed end fund that seeks current income exempt from regular Federal income tax through investment in insured investment grade municipal bonds.

Blackrock Muni Holdings Quality (MUS) is a closed end fund that seeks current income exempt from regular Federal income tax through investment in investment grade municipal bonds.

MUNICIPAL BOND FUNDS: Invest in bonds whose income is exempt from federal income tax.

STATE - SPECIFIC BOND FUNDS: Invest in tax - exempt municipal bonds whose income is also exempt from the income tax of a specific state.

interest from municipal bonds as well as distributions from mutual funds that qualify as exempt interest dividends; this income is generally not subject to regular federal income taxes; note that Fidelity reports this information to the IRS, and may be required to report the information to tax authorities in California among other states; the total amount or a portion of tax - exempt income (reported as specified private activity bond interest) must be taken into account when computing the federal Alternative Minimum Tax (AMT) applicable to individuals and may be subject to state and local taxes; you are required to report tax - exempt income on Form 1040, and may be required to report it on your state tax return as well

The tax package before the House would eliminate tax - exempt bonds used widely by nonprofits like hospitals and universities to fund construction.

A municipal bond fund that seeks to provide after - tax inflation - adjusted returns by using an actively managed inflation hedge while providing income that is typically exempt from federal taxes.

Publicly traded securities (e.g. shares, bonds, mutual funds) can also be designated as your gift and are exempt from capital gains tax when bequeathed to the Foundation.

If a fund's investor is a resident in the state of issuance of the bonds held by the fund, interest dividends may also be exempt from state and local income taxes.

If your goal is to seek an overall tax advantage: Consider an investment - grade municipal bond fund with income that is usually exempt from federal income tax.4

Net investment income does not include tax - exempt interest from municipal bonds (or funds); withdrawals from a retirement plan such as a traditional IRA, Roth IRA, or 401 (k); and payouts from traditional defined benefit pension plans or annuities that are part of retirement plans.

Corporate Practice: Business entity formation, venture capital fund formation, start - up representation, contracts, equity & debt financings, EB5 - investment based immigration, venture capital financings, tax exempt bond financings, nonprofit formation & tax exemption, mergers & acquisitions, technology transactions, licensing.

Fidelity ® Conservative Income Municipal Bond Fund (FCRDX) This fund, whose income is normally exempt from federal income taxes, might be appropriate for investors looking for more yield than money market funds are providing, and wanting to take a more conservative approach to both credit and interest rate risk than many other bond fuBond Fund (FCRDX) This fund, whose income is normally exempt from federal income taxes, might be appropriate for investors looking for more yield than money market funds are providing, and wanting to take a more conservative approach to both credit and interest rate risk than many other bond fuFund (FCRDX) This fund, whose income is normally exempt from federal income taxes, might be appropriate for investors looking for more yield than money market funds are providing, and wanting to take a more conservative approach to both credit and interest rate risk than many other bond fufund, whose income is normally exempt from federal income taxes, might be appropriate for investors looking for more yield than money market funds are providing, and wanting to take a more conservative approach to both credit and interest rate risk than many other bond fubond funds.

The Vanguard Limited Term Tax Exempt Fund VMLUX has outperformed the average short term municipal bond fund over the last 5 and 10 year time fraFund VMLUX has outperformed the average short term municipal bond fund over the last 5 and 10 year time frafund over the last 5 and 10 year time frames.

Investors who are more aggressive or saving for longer time periods, like when looking to purchase a house, can invest their cash reserve in a mutual fund with tax exempt municipal bonds, said Drew.

Although the income from a municipal bond fund is exempt from federal tax, you may owe taxes on any capital gains realized through the fund's trading or through your own redemption of shares.

I'm looking at VWAHX High Yield Tax Exempt municipal bond fund and am wondering if this is a good option as well.

For my mom in her retirement years her tax exempt muni bond funds provide an income stream of 3 % that is tax free.

Funding for the approximately $ 40 million redevelopment project comes from several sources including: New York State Homes and Community Renewal's Housing Finance Agency (HFA) provided $ 20.73 million of tax - exempt bond financing, a $ 5.27 million New Construction Capital Program low interest subsidy; HFA Middle Income Housing Program loan of $ 2.76 million and a 4 percent Low Income Housing Tax Credit annual allocation of just over $ 1 million which leverages nearly $ 10 million of Low Income Housing Tax Credit equity.

Funding includes financing from NYS Housing Finance Agency tax - exempt tax exempt bonds; HCR subordinate funding of $ 4,375,000 from HFA, $ 2 million through the Homes for Working Families program, $ 250,000 through the Community Investment Fund; $ 10 million Low Income Housing Tax Credit equity; $ 2.5 million State Low Income Housing Tax Credit equity; $ 2.2 million of subordinate funding from Citibank; existing reserves and rental Funding includes financing from NYS Housing Finance Agency tax - exempt tax exempt bonds; HCR subordinate funding of $ 4,375,000 from HFA, $ 2 million through the Homes for Working Families program, $ 250,000 through the Community Investment Fund; $ 10 million Low Income Housing Tax Credit equity; $ 2.5 million State Low Income Housing Tax Credit equity; $ 2.2 million of subordinate funding from Citibank; existing reserves and rental funding of $ 4,375,000 from HFA, $ 2 million through the Homes for Working Families program, $ 250,000 through the Community Investment Fund; $ 10 million Low Income Housing Tax Credit equity; $ 2.5 million State Low Income Housing Tax Credit equity; $ 2.2 million of subordinate funding from Citibank; existing reserves and rental funding from Citibank; existing reserves and rental income.

NYS funding sources include $ 23.5 million in tax - exempt bonds from HCR, $ 5.8 million from Governor Andrew M. Cuomo's New York State Medicaid Redesign Team (MRT), an $ 820,000 Homes for Working Families Loan (HWF) loan, and up to $ 9.3 million in permanent capital funding from The New York State Office of Mental Health (OMH).

The state's cap is 2 percent or the inflation rate, whichever is lower, but limits vary by district because of differences in exempted expenses such as school renovations funded by bonds and approved by district voters.

Actual increases in tax collections imposed by districts may end up being more or less than 2 percent, depending on local factors such as bond issues to fund school reconstruction or repairs, which are exempt from the cap.

In another apparent dispute between Gov. Andrew Cuomo and NYC Mayor Bill de Blasio, the governor has threatened to cancel funding for federal tax - exempt bonds that would finance the mayor's affordable housing plan.

Every year, New York City officials rely on a stream of federally tax - exempt bonds to fund their affordable housing projects.

These water infrastructure projects are typically funded by user fees — how much water a household uses — and tax - exempt municipal bonds, Geddes said.

The city heavily subsidized the effort to rehab the 358 apartments with $ 10 million in taxpayer funds as well as $ 33 million in tax exempt bond financing.

In another apparent dispute between Gov. Andrew Cuomo and Mayor Bill de Blasio, the governor has threatened to cancel funding for federal tax - exempt bonds that would finance the mayor's affordable housing plan, multiple sources have confirmed.

The plan also rejects Cuomo's push, opposed by Mayor de Blasio, to require an obscure state board to sign off on all city affordable housing projects funded with tax - exempt bonds.

The New York City Economic Development Corporation had never been in the business of issuing tax exempt bonds for charter schools, but starting with the Bronx Charter School for Excellence and another school that was seeking funding at the same time, the public economic development entity became a major charter school funder in New York.

Last session, Rep. Murphy filed two of TCSA's legislative priorities: HB 3018, which increased public charter school access to the Permanent School Fund (PSF) Bond Guarantee Program, and HB 1276 / HJR 85, which exempted property leased to -LSB-...]