Treasuries are exempt from state taxes, but it can work to avoid paying taxes on government bonds in ETFs and mutual funds.

It has also had success identifying structures that get advance refunded, though that practice was limited with US tax reform in 2018, and bonds offered by takeover candidates, which may see a ...

JPMorgan Tax Free Bond Fund earns an Above Average Process Pillar rating. The most meaningful contributor to the rating is its parent firm's excellent long-term risk-adjusted performance ...

By leveraging tax-advantaged accounts and products, you can build a retirement plan that maximizes growth, minimizes taxes ...

Dividend-paying equities offer upside potential from capital appreciation and dividend growth, whereas bonds typically pay ...

One Republican-targeted yet century-old measure of the tax code could be tagged for elimination as the federal government looks to shore up money and pass a new tax bill.

Investors who purchased Sovereign Gold Bonds (SGBs) in 2016-17 are set to receive massive tax-free returns. The Reserve Bank ...

You may be required to pay taxes on a portion of your Social Security benefits. Here's what you can expect to pay.

The municipal bond tax exemption, the bedrock of state and local infrastructure financing, is under unprecedented threat, and ...

You may have heard recently about proposals for Congress to remove the exclusion from gross income of interest on state and local bonds, ...

Greg Satz, Principal of Avitas Wealth Management Asset/Investment Management, an immigrant from South Africa, relocated to ...