Municipal Bonds: Overview, Risks, and Tax Advantages
Learn to estimate municipal bonds' tax-equivalent yield and determine if they make sense in your portfolio.
#municipalbonds #munibonds
Spreadsheet:
https://docs.google.com/spreadsheets/...
--- Follow-up Videos:
How to Choose Bond Funds [Why Higher Yield is a Bad Idea] • How to Choose Bond Funds [Why Higher Yield...
Tax-Efficient Asset Allocation [5 Steps to Avoid Taxes] • Tax-Efficient Asset Allocation [5 Steps to...
Retirement Planning Playlist: • Retirement Planning
-- Outline
00:00 Intro
00:24 Municipal Bonds Overview
00:49 Tax Advantages
03:08 Risks
06:18 Tax-Equivalent Yield
11:52 VTEAX Composition
13:20 Add to Bond Allocation?
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Disclaimer: I am not a financial advisor. My videos are for educational purposes and are my opinions. You should seek advice from a professional advisor or perform your own research. There is no guarantee you will be successful following my opinions.