Series 6: 5.1.7.4. Types Of Bond Funds

Taken from our Series 6 Top-off Online Guide

5.1.7.4. Types of Bond Funds

Some bond funds are more beneficial from a tax perspective than others. Tax-advantaged funds are suitable for investors with high tax rates. Note that even when interest is tax-exempt at the federal or state level, all capital gains distributions are subject to taxation at all levels (federal, state, and local).

The following table offers a breakdown of how interest is taxed for different bond funds.

Tax Burden of Bond Funds
	Taxable at this level?
Type of Fund	Federal	State	Local
Corporate bond funds	Yes	Yes	Yes
Agency-backed MBS and CMO funds	Yes	Yes	Yes
Treasury funds	Yes	No	No
Municipal bond funds	No

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