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Beware the Muni De Minimis Rule!

Beware the Muni De Minimis Rule!

FromBond Investment Mentor®


Beware the Muni De Minimis Rule!

FromBond Investment Mentor®

ratings:
Length:
23 minutes
Released:
Jun 12, 2022
Format:
Podcast episode

Description

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments.In this episode:Economic & Market Review (1:42)Inflation reportConsumer sentimentConsumer creditGDP Now (Q2)MBS Prepayment Data (6:58)Understanding the De Minimis Tax Rule (11:03)What is the de minimis rule?The de minimis threshold priceTax treatment of muni bond price accretionSelling or buying deeply discounted municipal bondsBloomberg resources:  QTAX and FTAXHere's how you can work with Chris! (19:44) (Learn More)If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.Do you know someone who could benefit from this information? Please share this episode and podcast with them!You will find more articles, tips, and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!Let’s Connect via Social Media!
Released:
Jun 12, 2022
Format:
Podcast episode

Titles in the series (44)

Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution?  Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets.