Taxable Equivalent Yield  

Municipal bonds are sold by cities, counties, states and other political bodies (public hospital, school district).

The federal government and its agencies do not sell municipal bonds. However, most municipals are free of federal taxes. Because of this, the stated interest rate on municipals is typically lower than comparable non tax-exempt bonds.

How much would you have to receive from a taxable bond to realize an equivalent yield? You can find the answer by entering the following information:

     


What is your federal income tax bracket?

What is the yield (in percentage points, 0 to 10 percent) on the municipal bond you are considering?

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Habersham Wealth Management, Inc.
1095 Historic Highway 441 North Clarkesville, GA 30523
Phone: (706) 839-1650 Fax: (706) 839-1651
info@HabershamWealth.com

This web site is not intended to give investment advice and is to be used for informational purposes regarding Habersham Wealth Management, Inc. (HWM) only.



HWM is Registered with the State of Georgia as an Investment Advisor.  Form ADV Part II is available upon request.


Phone:  (706) 839-1650

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