Sentences with phrase «exempt bonds accounted»

Not exact matches

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

If you have a taxable account, your bond allocations will take advantage of tax - exempt municipal bonds.

For taxable accounts, investors can consider iShares Short Maturity Municipal Bond ETF (MEAR), whose income is generally exempt from federal income tax.

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.

This does not account for a significant chunk of Cuomo's investment income, $ 27,803, which was tax - exempt interest on government bonds that the governor holds through a blind trust account with AMG National Bank.

That means you should design your retirement savings portfolio so that your taxable accounts hold low - tax capital gain - and dividend - producing investments (such as stocks), plus tax - exempt bonds and tax - deferred annuities.

As a good rule of thumb, high - yield investments or investments that produce high dividends should be in an IRA / 401 (k) whereas low - yield investments, tax - exempt bonds and international investments (if you pay foreign taxes, to take advantage of the foreign taxes paid deduction) is better placed in a taxable account.

An investor that is not otherwise subject to the AMT should take into account the effect of this provision in deciding whether, and to what extent, to purchase tax - exempt bonds that are subject to the AMT.

Although this does not constitute a direct tax on the tax - exempt interest itself, it does increase the overall tax liability of the individual and should be taken into account in making the investment decision of whether or not to purchase the tax - exempt bond.

Furthermore, an investor already subject to the AMT should take into account the additional AMT that would be owed as a result of the purchase of otherwise «tax - exempt» bonds.

Dated date Day orders Dealer Debentures Debit balance Debit spread Declared date Defeasance Defensive issue Defined benefit plan Defined contribution plan Deflation Delivery versus payment Demand note De minimus transactions Depository Trust Company (DTC) Depository trust receipt Depreciation Derivative security Depression Designated order Designated reporting member Developmental drilling Diagonal spread Dilution Direct Participation Program Discount Discount rate Discretionary account Discretionary income Discretionary orders Discretionary power Disintermediation Disproportionate sharing agreement District executive representative Diversification Diversified investment management company Dividend Dividend Re-Investment Plan (DRIP) Dollar bond Dollar - cost averaging Don't know procedures DOT System Double - exempt bonds Dow Jones Composite Average Dow Jones Industrial Average Due bill Due - bill check Due - diligence meeting DVP

You can hold these investments (as well as tax - exempt bonds) in taxable accounts because they tend to be more tax - efficient by nature.

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

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.

My personal opinion is that you should keep contributing to your retirement plans as you always have if and when volatility hits, but you may want to reroute all your new contributions to taxable accounts into safer havens — perhaps into online banks, certificates of deposit, bonds, and tax exempt mutual funds.

If you hold bonds in a taxable account, consider the tax - exempt funds instead of the total bond market index funds.

However, this interest rate is higher than you'd realize from CDs and savings accounts, and the most important benefit is that all interest you earn from municipal bonds is exempt from federal income tax.

It was only in comparing to muni bond funds that I discussed looking at after - tax yields, so it's not a matter of taxable vs. tax - advantaged accounts, but of the additional alternative of tax - exempt bonds in taxable accounts.

For investments in taxable accounts, remember that municipal bond interest payments are exempt from federal income tax, and U.S. Treasury bond interest is exempt from state income tax.

It is only in a taxable account that you have the alternative of using a tax - exempt bond or bond fund (or at least it only makes sense in a taxable account).

This separately managed account offers investors a diversified portfolio of investment - grade bonds and seeks to generate federally tax - exempt interest income, while limiting risk to principal over the long term.

Investing in municipal bonds for the purpose of generating tax - exempt income may not be appropriate for investors in all tax brackets or account types.

You'll get a 1099 - INT if, in a brokerage account, you owned an individual bond (or other interest - bearing investment) that paid taxable and / or tax - exempt interest.

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