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Single-State Municipal Bond Funds Dodge a Bullet! But What About ... As long as states can tax out-of-state municipal bonds while exempting in-state ... yield from any municipal bond would choose an in-state bond (tax-exempt) instead ... many single-state municipal bond funds potentially saw an exodus of funds. ... Ho 2.
Single-State Municipal Bond Funds Dodge a Bullet! But What About ... Numerous states currently effect a similar tax treatment for 529 plans as they do for municipal bonds - taxing the interest on out-of-state ... 3.
The plight of the independent RIA - kitces.com | Nerd's Eye View Aug 27, 2008 ... A new campaign is underway to help promote the visibility of independent RIAs to the general public. But the focus is not to increase ... 4.
Is the Military Leading the Cutting Edge of Financial Planning ... Is the Military Leading the Cutting Edge of Financial Planning? In the midst of the financial planning community's struggles to figure out ... 5.
Single-State Municipal Bond Funds Dodge a Bullet! But What About ... To the extent that some states (e.g., California or New York) are much more ... At least the single-state municipal bond funds dodged the ... 6.
Using average cost accounting for Exchange-Traded Funds? - kitces ... In addition, the average cost method may actually be necessary in some situations. The original context of the question - can an ETF use the average cost ... 7.
Using average cost accounting for Exchange-Traded Funds? - kitces ... In addition, the average cost method may actually be necessary in some situations. The original context of the question - can an ETF use the average cost ... 8.
CFP Board off to a Good Start for 2009 Communications! - kitces ... CFP Board off to a Good Start for 2009 Communications! After nearly a decade of ongoing complaints about the poor communication with respect to the CFP ... 9.
IRS capitulates on non-spouse beneficiary rollover rules! - kitces ... Last year's passage of the Pension Protection Act (PPA) allowed, under Section 829, for non-spouse beneficiaries to complete rollovers of inherited employer ... 10.
Is the Safe Withdrawal Rate too safe? Or too aggressive!? - kitces ... As readers of my newsletter know, in May I published research that challenges the safe withdrawal rate as potentially being TOO safe in some environments, ... |
