In the News

Title

Investing Blog Roundup: Advanced Tax Planning with Muni Bond Funds

Document Type

Article

Publication Date

8-26-2016

Abstract

We’ve talked before about both tax-loss harvesting and tax-gain harvesting with bonds. This week, author/advisor Allan Roth shares an advanced tax planning strategy using muni bond funds, in which investors can expect to be able to claim a tax loss without actually having incurred an economic loss.