10 Smart Tax Strategies to Consider Before Year-End

1. Invest in municipal bonds to generate tax-free income

Even with reduced tax rates, municipal bonds may still be attractive on a relative tax basis for higher-income taxpayers , especially those who find themselves subject to the 3.8% surtax on net investment income. The tax equivalent yield, i.e., the yield an investor would require in a taxable bond investment to equal the yield of a comparable tax-free municipal bond, is higher for those taxpayers.

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Dana CaroComment