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Tax planning for bonds | podcast

Dec 23, 2022 · 19 min listen

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When interest rates increase, bond values decrease. Rising interest rates can present an opportunity for bond portfolio adjustments.

The various types of bonds — corporate, U.S. Treasury, and municipal — have unique tax considerations at the federal, state, and local levels. It’s imperative to know tax implications for each bond type, and triple exempt bonds present an attractive option for tax-efficient investing. In addition to understanding taxation, you’ll want to identify strategies to avoid a wash sale and tactics to

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