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Beware the Muni De Minimis Rule!
Manage episode 331390242 series 3233643
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 report
- Consumer sentiment
- Consumer credit
- GDP 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 price
- Tax treatment of muni bond price accretion
- Selling or buying deeply discounted municipal bonds
- Bloomberg resources: QTAX and FTAX
- Here'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!
44 episodes
Manage episode 331390242 series 3233643
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 report
- Consumer sentiment
- Consumer credit
- GDP 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 price
- Tax treatment of muni bond price accretion
- Selling or buying deeply discounted municipal bonds
- Bloomberg resources: QTAX and FTAX
- Here'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!
44 episodes
All episodes
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