Explore the tax benefits of municipal bonds, including federal tax-exempt status, state and local tax considerations, and the calculation of taxable equivalent yields. Learn how these factors affect investors in various tax brackets.
Explore the different types of distributions mutual funds make to shareholders, including dividends, capital gains, and return of capital. Learn about the tax implications and reporting requirements for each distribution type.
Explore the intricacies of capital gains and dividends taxation, learn the differences between short-term and long-term capital gains, and discover strategies to manage and minimize taxes on investment income.