Sentences with phrase «into municipal bonds»

I knew generally what the bonds are and wanted to invest into municipal bonds in the past, but the high price needed to invest always discouraged me.

Whenever you have free time I would urge you dive into municipal bonds a little deeper I think you'll find huge opportunities.

You can invest your retirement money into municipal bonds whose interest is free of Federal tax (and usually free of state tax as well if the municipality is located in your state of residence) if you like.

Another possible strategy would be to shift some of your investments with taxable earnings into municipal bonds and municipal bond funds, whose earnings are excluded from the MAGI and the net investment income calculation.

In fact, I will probably reinvest 70 % of my $ 185,000, 3 % CD into municipal bonds that now pay 4.5 % -5 % gross yields.

The CD has a 3 % interest rate, and I plan to plow a majority of it back into municipal bonds generating now a 4.5 % — 5 % gross interest rate.

2) BusinessWeek, 1979: «Individuals who are not gobbling up hard assets are flocking to money market funds to nail down high rates, or into municipal bonds to escape heavy taxes on inflated incomes.»

So to me it's natural that in the next two to three years you should get into municipal bonds.

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.

Though relatively low - risk, there are still some factors to consider when taking the plunge into municipal bond ETFs.

Not exact matches

But I would look into stocks that are called «closed - end funds» that invest only in municipal bonds.

Alternatively, you can invest the same amount into a diversified municipal bond portfolio and pay no taxes and receive tax - free income until the bonds are called or mature.

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

Rafael Costas and Sheila Amoroso, Co-Directors, Municipal Bond Department, Franklin Templeton Fixed Income Group ® offer some fresh perspective on ongoing developments in Puerto Rico, including a new Act that was signed into law there.

The next day, George put 50 percent of the money into an S&P 500 fund, while Karen placed the other half into short - term, investment grade municipal bonds.

Build Your Bond Portfolio -: To build a municipal bond portfolio, you need to invest more money into buying more municipal bonds with different expiration dates, and reinvesting your interest into buying more boBond Portfolio -: To build a municipal bond portfolio, you need to invest more money into buying more municipal bonds with different expiration dates, and reinvesting your interest into buying more bobond portfolio, you need to invest more money into buying more municipal bonds with different expiration dates, and reinvesting your interest into buying more bonds.

Municipal bonds were first written into the tax code a little over 100 years ago, in 1913.

Investment to consider: The interest from municipal bonds is generally free from federal taxes and often state taxes as well, depending on your state or where you file — savings that may potentially translate into higher returns.

Bond ETFs come in many different flavors, but they generally fall into one of four categories: sovereign; corporate; municipal; and broad market.

Next year we will see municipal bond new - issue supply decrease sharply, since 2018 issuance has been moved into this year.

Federal regulators secured a settlement with a Long Island lawyer this week — part of a sprawling probe into two years of kickbacks that allegedly fleeced municipal bond investors by securing loans for a local business owner.

Without going into too much detail of statistics and standard deviation, I can tell you that there is a lot of research evidencing less than a 0.5 % default rate for investment grade municipal bonds for the last few decades.

Tobacco debt as an asset class has been a rockstar so far into 2014, the S&P Municipal Bond Tobacco Index has returned 10.31 % YTD.

True interest cost: In a competitive bid municipal bond offering, a method of calculating the interest cost that takes into account the time value of money.

Typically, the purchase and sale price of a municipal bond includes the dealer's markup; however in cases where a commission is charged, it should be taken into account by the holder in computing gain or loss.

Many institutions woven into the fabric of daily life were made possible by municipal bond issuance.

Moving into the below investment grade category of BB + and below municipal bonds are still outpacing their corporate counterparts.

Bonds in the S&P Municipal Bond Puerto Rico Index have settled into an average price of just over 50 cents on the dollar with the low point of 47.27 on July 8th 2014.

New rules go into effect on May 14, 2018 that will require brokerage firms to disclose the mark - up or mark - down on trades for corporate, agency, and municipal bonds on trade confirmations for retail clients.1 These rules, which have been nicknamed «the mark - up rule,» were proposed by FINRA and the Municipal Securities Rulemaking Board (MSRB) and approved by the SEC in Novemmunicipal bonds on trade confirmations for retail clients.1 These rules, which have been nicknamed «the mark - up rule,» were proposed by FINRA and the Municipal Securities Rulemaking Board (MSRB) and approved by the SEC in NovemMunicipal Securities Rulemaking Board (MSRB) and approved by the SEC in November 2016.

The tax - equivalent yield takes into account an individual investor's current tax rate to determine whether an investment in a municipal bond is equivalent to a corresponding investment in a given taxable bond.

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

You should probably clarify that buying municipal bonds is VASTLY DIFFERENT than buying into bond FUNDS as part of your 401 (k) plan.

In mid-March, ISI Total Return U.S. Treasury Fund (TRUSX) and North American Government Bond Fund (NOAMX, which had 15 % each in Canadian and Mexican bonds) reorganized into Centre Active U.S. Treasury Fund (DHTRX, which has no such exposure to explain its parlous performance); ISI Strategy Fund (STRTX, which holds a 10 % bond stake) merged into Centre American Select Equity Fund (DHAMX, which doesn't but which still manages to trail STRTX, its peers and the S&P 500); and, finally, Managed Municipal Fund (MUNIX, which was also a substantial laggard) was absorbed by Centre Active U.S. Tax Exempt Fund (DHBBond Fund (NOAMX, which had 15 % each in Canadian and Mexican bonds) reorganized into Centre Active U.S. Treasury Fund (DHTRX, which has no such exposure to explain its parlous performance); ISI Strategy Fund (STRTX, which holds a 10 % bond stake) merged into Centre American Select Equity Fund (DHAMX, which doesn't but which still manages to trail STRTX, its peers and the S&P 500); and, finally, Managed Municipal Fund (MUNIX, which was also a substantial laggard) was absorbed by Centre Active U.S. Tax Exempt Fund (DHBbond stake) merged into Centre American Select Equity Fund (DHAMX, which doesn't but which still manages to trail STRTX, its peers and the S&P 500); and, finally, Managed Municipal Fund (MUNIX, which was also a substantial laggard) was absorbed by Centre Active U.S. Tax Exempt Fund (DHBIX).

«Should we enter into this swap agreement, together with the municipal bond we are floating?»

(It is noted that municipal bond indices take into account the interest accrued to bondholders however not the ensuing tax benefits of the interest income.)

Puerto Rico municipal bonds are included in the S&P Municipal Bond High Yield Index and helped drag that index into negative territory yesterday as the index recorded a negative 2.99 % month - to - date and negative 1.24 % year - to - datmunicipal bonds are included in the S&P Municipal Bond High Yield Index and helped drag that index into negative territory yesterday as the index recorded a negative 2.99 % month - to - date and negative 1.24 % year - to - datMunicipal Bond High Yield Index and helped drag that index into negative territory yesterday as the index recorded a negative 2.99 % month - to - date and negative 1.24 % year - to - date return.

Marvin @ Brick By Brick Investing writes Tax Free Municipal Bonds — A detailed description of tax free municipal bonds and how to implement them into your investment pMunicipal Bonds — A detailed description of tax free municipal bonds and how to implement them into your investment portfBonds — A detailed description of tax free municipal bonds and how to implement them into your investment pmunicipal bonds and how to implement them into your investment portfbonds and how to implement them into your investment portfolio.

It was this group's foray out of its traditional municipal bonds and into mortgage - backed securities that caused the turmoil.

Less than thirty - six hours after Barney Frank threatened to intervene and end the disparity between corporate and municipal bond ratings, Moody's fell into line.

MFO organizes them into 9 subtypes: U.S. Equity, Mixed Asset, Global Equity, International Equity, Sector Equity, Commodity, Alternative & Other, Bond, and Municipal Bond funds.

Municipal bonds continually fall into this category because of their tax exempt status in most localities.

Her broker, David Harris, advised her to sell $ 400,000 worth of relatively safe municipal bonds, she says, and sink the proceeds into real estate and energy partnerships in hopes of earning more income.

We have zero debt, great healthcare, a lovely home, two pension checks and two SS checks arriving every month, and we moved our investments into CDs and municipal bonds in November 2007 before the economy and market tanked.

A brief flight to quality increased demand for U.S. Treasuries (S&P U.S. Treasury Bond Index), municipals (S&P Municipal Bond Index), and investment - grade corporates (S&P U.S. Investment Grade Corporate Bond Index), and U.S. equities briefly dipped back into the red.

The current value of a zero coupon municipal bond, taking into account interest that has been accumulating and automatically reinvested in the bond.

In the past 50 years, less than one percent of the hundreds of thousands of municipal bonds issued have gone into default.

If we do keep shrinking into a depression, even the bond investing and savers will get impacted, many of the AAA bonds and municipal bonds may go into default.

You could take $ 50k and put it into a good share class municipal and government bond fund that would likely be tax exempt.

For example, Jonathan Clements used Morningstar data that grouped bonds into five categories: government backed mortgage, corporate, U.S. Treasury, general municipal, and high - yield bonds.2 Clements found that in 28 out of 30 comparisons higher expenses meant lower returns to the investor.

The city will split municipal bonds into micro-bonds and sell them as low denomination digital tokens.