Municipal Bonds
Keeping more of the money you have worked so hard for is important to most individuals.
For this reason, investments that are exempt from federal taxes may an stratgey to condisder depending upon your investment criteria. .
Municipal bonds are debt obligations issued by states, cities, towns, or public commissions to provide money for schools, hospitals, and other public works. These securities provide income that is free of federal and, in some cases, state and local taxes. In some cases, municipal bonds may be subject to Alternative Minimum Tax (AMT).
To find out more about how Stifel and Stan Stockhammer can help you build a portfolio of municipal bonds, complete an inquiry or give Stan a call at (386) 947-6047.
As a service to bond investors, we will be glad to send you, on a periodic basis, a list of bonds that fall within your parameters.
When investing in bonds, it is important to note that as interest rates rise, bond prices will fall. Income from particular municipal bond issues may or may not be subject to state and alternative minimum taxes. Capital gains tax may apply if sold prior to maturity. Stifel does nto provide legal or tax advice. You should consult with your legal or tax advisor regarding your particular situation.
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