Resources

10 Resources for

financial planning and municipal bond

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Financial Planning
planning the acquisition of funds to finance planned activities
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Testing the Effects of Sale Method Restrictions in Municipal Bond Issuance: The Case of New Jersey
Can state governments save money by restricting the practice of selling tax-exempt bonds through negotiation, or do such regulations impose additional costs? Circumstances in New Jersey recently created a natural experiment to test this proposition. This study finds significant cost savings for those issues sold through competition both before and...
Tags: New Jersey, Social Science Electronic Publishing Inc., Municipal Bond, Sales Strategy, Free Trade, Sales Force Management, Taxes, Sales, Finance, Financial Planning
White papers 2003-01-01
Unit Investment Trusts
Tax-exempt unit investment trusts represent one of the simplest ways for Americans to invest in tax-exempt municipal bonds. They offer a wide range benefits, including: Attractive current income free from federal and, in some cases, state and local taxes; High degree of safety with regard to payment of interest and...
Tags: Municipal Bond, Taxes, Free Trade, Financial Planning, Finance
White papers 2003-01-01
Municipal Bond
This tutorial articulates about Municipal bond. Municipal bonds, sometimes referred to as "munis", are debt securities issued by a state, municipality or county, to finance its capital expenditures. Such expenditures might include the construction of highways, bridges or schools. Munis are bought for their favorable tax implications and are popular...
Tags: Investopedia, Income Tax, Municipal Bond, Munis, Taxes, Financial Planning, Finance
White papers
How Prevalent Is Tax Arbitrage? Evidence From the Market for Municipal Bonds
Although tax arbitrage is central to the literatures on tax capitalization, implicit taxes, and even capital structure, there is little empirical evidence of the extent to which firms actually engage in tax arbitrage. This paper provides some evidence on the topic by focusing on a simple and observable corporate arbitrage...
Tags: Municipal Bond, Tax Arbitrage, Taxes, Free Trade, Financial Planning, Finance
White papers 2002-08-01
Liquidity, Default, Taxes and Yields on Municipal Bonds
This paper examines the relative yields of Treasuries and municipals using a generalized model that includes liquidity as a state factor. Using a unique transaction dataset, it is able to estimate the liquidity risk of municipals and its effect on bond yields. It is found that a substantial portion of...
Tags: Liquidity, Municipal Bond, Taxes, Investment, Free Trade, Financial Planning, Finance
White papers 2005-07-08
Which Bond Is Better?
This calculator compares rates of return, before and after taxes, for two bond investments. User can select a Treasury security, corporate bond or municipal bond. Treasury securities are exempt from state income taxes. Municipal bonds are exempt from federal income taxes. In some cases, muni bonds are also exempt from...
Tags: Bond, Income, Income Tax, Municipal Bond, Kiplinger Washington Editors, Treasury Security, Taxes, Investment, Payroll Solutions, Financial Planning, Finance
Tools & templates 2008-01-01
Municipal Bonds: When "Tax-Free" Isn't So Free
Municipal bonds have long been an attractive investment option for tax-sensitive investors, because munis are free of federal income tax and often state tax too. Add in the fact that munis generally have relatively higher credit quality and lower price volatility than comparable taxable bonds, and munis could trump corporate...
Tags: Municipal Bond, Taxes, Free Trade, Personal Finance, Financial Planning, Finance
White papers 2006-01-11
Earn Tax-Free Income With Municipal Bonds
Nobody likes to pay taxes. That's why investors naturally are interested in earning tax-free income. Municipal bond issues are a very popular way to earn tax-free income and, if income is reinvested, achieve tax-free compounding of returns. Municipal bonds (also known as "Munis") are fixed-income investments that can provide higher...
Tags: Income, Municipal Bond, Ameriprise Financial, Municipal Bond Issue, Taxes, Free Trade, Personal Finance, Financial Planning, Finance
White papers 2008-01-01
Tax Equivalent Yield Calculator
This tax equivalent yield tool will estimate the tax-equivalent yield, or TEY, for a municipal bond. Income generated from municipal bond coupon payments are not subject to federal income tax. In addition, if the bond was issued in the state of residence, you can also avoid state income taxes. Use...
Tags: Income, Bankrate Inc., Municipal Bond, Taxes, Personal Finance, Free Trade, Operational Accounting, Financial Planning, Finance
White papers 2009-01-01
Higher Yield, Safe Returns: Best Investment Bets
Money-market funds are now paying next to nothing. Boost your returns by moving some cash into higher-yielding but still relatively safe dividend stocks or bond funds. Here are five stocks and five funds that we like. ...
Tags: Bond, Stock, Dividend, Yield, MoneyWatch, Money-market Fund, Josh Peters, Financial Planning, Personal Finance, Financial Accounting, Investment, Finance, CD, Bond fund, GNMA, Ginnie Mae, Municipal bond, Muni, Dividends, Payout Ratio, Nate Hardcastle, _cbsn
Articles 2009-08-13

Additional Resources

Planning—the key to a successful interest rate swap strategy: with careful planning and written policies, the New York Metropolitan Transportation Authority has used interest rate swaps to successfully modernize its bond indentures, regain financial
etween 2000 and 2002, the New York Metropolitan Transportation Authority embarked on the largest municipal debt-restructuring program in American history. Interest rate swaps played a critical role in the program's success. While the successful use of swaps requires financial and legal expertise, a number of management and policy steps also...
Tags: Metropolitan Transportation Authority
Research articles 2004-10-01
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