Everybody "knows" that folks in high tax brackets should hold municipal bonds in their portfolio. Right?
I've seldom met a holder of municipal bonds who weren't extremely proud of their accomplishment. After all, they're getting growth at the expense of Uncle Sam. That just has to be good.
But the truth is that muni's may actually create more tax problems than they solve. Other tax strategies might work better.
Topics: Tax Strategies
Everybody "knows" that folks in high tax brackets should hold municipal bonds in ther portfolio. Right?
I've seldom met a holder of municipal bonds who weren't extremely proud of their accomplishment. After all, they're getting growth at the expense of Uncle Sam. That just has to be good.
But the truth is that muni's may actually create more tax problems than they solve. Other tax strategies might work better.
Topics: Tax Strategies
Everybody "knows" that folks in high tax brackets should hold municipal bonds in ther portfolio. Right?
I've seldom met a holder of municipal bonds who weren't extremely proud of their accomplishment. After all, they're getting growth at the expense of Uncle Sam. That just has to be good.
But the truth is that muni's may actually create more tax problems than they solve. Other tax strategies might work better.
Topics: Tax Strategies
Everybody "knows" that folks in high tax brackets should hold municipal bonds in ther portfolio. Right?
I've seldom met a holder of municipal bonds who weren't extremely proud of their accomplishment. After all, they're getting growth at the expense of Uncle Sam. That just has to be good.
But the truth is that muni's may actually create more tax problems than they solve. Other tax strategies might work better.
Topics: Tax Strategies
Everybody "knows" that folks in high tax brackets should hold municipal bonds in ther portfolio. Right?
I've seldom met a holder of municipal bonds who weren't extremely proud of their accomplishment. After all, they're getting growth at the expense of Uncle Sam. That just has to be good.
But the truth is that muni's may actually create more tax problems than they solve. Other tax strategies might work better.
Topics: Tax Strategies
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Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and NavStar Financial Services are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Larry Jones and/or NavStar Financial Services are not affiliated with or endorsed by the Social Security Administration or any other government agency. As an investment adviser representative, I am a “fiduciary” to my advisory clients’ investments. This means that I have an obligation to act in the best interests of my clients and to provide investment advice in my clients’ best interests. I should avoid engaging in any activity that could create a conflict of interest with any client; however, if a conflict of interest does arise, I will make full disclosure of that conflict to my client. I must employ reasonable care to avoid misleading clients and I must provide full and fair disclosure of all material facts to my clients and prospective clients. My fiduciary duty extends solely to investment advisory advice and does not extend to advice relating to insurance product sales, including annuities, life insurance, and long-term care insurance.Any guarantees mentioned are backed by the financial strength and claims paying ability of the issuing insurance company and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract or insurance policy.
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