Clients concerned about market volatility often prefer more conservative fixed-income investment strategies. There are many choices to consider: taxable or tax-exempt bonds; Treasury Bills or inflation-indexed bonds; and direct purchases, exchange-traded funds, or mutual funds. Randy Gardner will explore various strategies and their taxation.
Learning Objectives
• Determine the investors' goals and the interest-rate and economic outlooks
• Recognize how interest income and capital gains from fixed-income securities transactions are taxed
• Identify the role fixed-income securities play in a diversified portfolio and how they are taxed at the federal and state-levels
Major Topics
• Active versus passive investing
• Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax
• The tax treatment of bonds purchased at a discount or premium
• Bond swap and U.S. Savings Bond strategies
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