Gimme (Tax) Shelter: Protecting Your Income Using Municipal Bond Funds

by John Markese

Gimme (Tax) Shelter: Protecting Your Income Using Municipal Bond Funds Splash image

It happens every year. You can’t avoid it. And every year you vow to make some changes: Taxes.

Why not use every legitimate tool to reduce them, particularly if it is comparatively easy to do so?

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If you are in a higher federal income tax bracket—25% or more—and your portfolio currently generates income from bonds, CDs or other fixed-income investments that are not in tax-deferred accounts, then you should contemplate switching to a federal tax-exempt income source.

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