If tax efficiency is a top priority, there are quite a few ways to shield more of your investment gains from Uncle Sam. Asset location should come first. Americans have access to several ...

If you're looking for a relatively safe, tax-friendly asset, you may be eyeing municipal bonds, known as muni bonds or "munis." Stream Los Angeles News for free, 24/7, wherever you are. Demand soared ...

How are I bonds taxed? It depends on your situation. Find out how monthly interest is taxed and what to know about reporting ...

Tax-exempt bonds pay interest that is exempt from either federal or state income taxes — and in some cases, both. Many, or all, of the products featured on this page are from our advertising partners ...

Quick Read JMUB’s 3.5% tax-free yield equals 5.1% taxable for retirees in the 32% bracket. The fund outperformed passive ...

Municipal bonds pay federal tax-exempt interest and carry a historically low default rate. Municipal bonds typically pay less interest than corporate bonds but offer predictable income that’s ...

[1] Life of Fund (LOF) if performance is less than 10 years. Fund inception date: 04/10/2001. [2] This expense ratio is from the most recent prospectus and generally is based on amounts incurred ...

The investment seeks current income exempt from regular federal income tax. The fund, under normal circumstances, invests at least 80% of its assets (net assets plus borrowings for investment purposes ...

Forbes contributors publish independent expert analyses and insights. William Baldwin covers investing, taxation and corporate finance. Good news for savers in fairly high tax brackets: Yields on ...

After struggling in the first half of 2025, municipal bonds delivered a solid third-quarter gain mainly due to strong performance in September. Municipal bond (muni) yields generally declined at a ...

The investment seeks current income exempt from regular federal income tax. The fund, under normal circumstances, invests at least 80% of its assets (net assets plus borrowings for investment purposes ...