Tax-Exempt Investments

Tax-Exempt Investments

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Tax-Exempt Investments

Tax-Exempt Investments definition:  Tax-exempt investments include municipal bonds. Tax-exempt status is also granted to some charities and religious groups.  High-income individuals may earn a greater after-tax return on lower yielding municipal bonds when compared to taxable bonds with higher yields.  Muni investors should use caution to confirm tax-exempt status; some municipal bonds, such as private-activity bonds, are not tax-exempt.

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