• Ralph Lauren Tax Smart Investing

$941.000 value
$128.00 (15% off)VIPapplied$941.000

Bond market stability at 4% yields is shifting capital flows. Investors applying "tax smart investing" are adding municipal bonds for tax-exempt income and balancing portfolios against rate risk. A Bit of Great News for Ford and GM Investors was originally published by The Motley Fool As investors age, bonds become a crucial part of their investment strategy due to their potential to provide steady income and a buffer against market volatility. However, bonds are often subject to unfavorable tax treatment. To help improve after-tax returns when investing in bonds, consider: Municipal bonds : These fixed-income securities are issued by U.S. state and local governments and are exempt from federal income tax and, in some cases, state and local taxes as well. This can make them particularly attractive for investors in higher tax brackets. Indexed universal life (IUL) insurance : These insurance products offer bond-like investment returns based on the performance of a market index, with guaranteed minimum and maximum growth rates that limit potential upside and downside. Crude oil prices climbed to $82/barrel, supporting energy equities. A "tax smart investing" perspective points to using MLP structures for potential pass-through tax advantages in energy holdings.

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