municipal bonds

Are tax-free municipal bonds really tax free?

Are tax-free municipal bonds really tax free?

If you’re interested in investing in tax-free municipal bonds, you may wonder if they’re really free of taxes. While the investment generally provides tax-free interest on the federal (and possibly state) level, there may be tax consequences. Here’s how the rules work. Purchasing a Bond If you buy a tax-exempt

Sonya Foster2022-10-26T09:14:16-06:00October 26th, 2022|

Taxable vs. Tax-Advantaged Investments

Taxable vs. Tax-Advantaged Investments

Taxable vs. tax-advantaged: Where to hold investments When investing for retirement or other long-term goals, people usually prefer tax-advantaged accounts, such as IRAs, 401(k)s or 403(b)s. Certain assets are well suited to these accounts, but it may make more sense to hold other investments in taxable accounts. Know the rules

Sonya Foster2021-04-12T14:54:39-06:00October 22nd, 2019|