Beware the Muni De Minimis Rule!
Jun 12, 2022•23 min•Ep. 17
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Episode description
Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments.
In this episode:
- Economic & Market Review (1:42)
- Inflation report
- Consumer sentiment
- Consumer credit
- GDP Now (Q2)
- MBS Prepayment Data (6:58)
- Understanding the De Minimis Tax Rule (11:03)
- What is the de minimis rule?
- The de minimis threshold price
- Tax treatment of muni bond price accretion
- Selling or buying deeply discounted municipal bonds
- Bloomberg resources: QTAX and FTAX
- Here's how you can work with Chris! (19:44) (Learn More)
If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
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You will find more articles, tips, and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!
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