Investing Blog Roundup: Advanced Tax Planning with Muni Bond Funds
Wade D. Pfau
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.
Piper, Mike, "Investing Blog Roundup: Advanced Tax Planning with Muni Bond Funds" (2016). In the News. 1604.