While the team targets a 50/50 equity/bond split, it maintains the muni allocation at slightly greater than 50% to meet regulatory requirements that allow it to pass the tax benefits onto ...

This fund invests in more Treasury assets than VMRXX, hence the name—which could matter to investors prioritizing tax benefits ... is current as of September 6, 2024. A money market mutual ...

Congress needs to do its job and pass a tax bill that does not continue sneaky taxes on middle-class citizens.

A unique investment opportunity that offers positive returns and significant tax benefits has been highlighted. This ...

The Fund seeks to provide high current income that is exempt from regular federal income tax by investing in municipal bonds, including lower quality bonds. Will invest at least 80% of assets in ...

such as if it lacks tax benefits and the investment options have high fees, you can establish one in another state. A 529 plan usually offers several investment options (usually mutual funds or ...

Converting mutual ... is a tax-free event, and they get a more tax-efficient investment once the conversion is completed. Despite the benefits to investors and the interest from fund providers ...

5. Use Tax Benefits: Prefer equity-oriented funds for better tax efficiency. Let’s assume Mrs Mehta, a retired government employee, invests Rs 20 lakh in an equity mutual fund. She opts for an ...