Скачать или смотреть Retirement Planning With Zero Coupon Municipal Bonds. Five Individual Bonds Reviewed.

Zero coupon municipal bonds are an excellent investment for retirement planning. Investors in high tax brackets can purchase zero coupon municipal bonds, to lock in great yields and predictable future cash flows.
In this video I am show you what purchasing a zero coupon municipal bond looks like. We review 5 individual zero coupon municipal bonds. For investors in high tax brackets, as of 12.31.2025, depending upon your state of residence, you can get taxable equivalent yields over 8% and even 9% for investment grade credit, zero coupon municipal bonds. I am not recommending the bonds we review in the video. I am using them to demonstrate how you can incorporate zero coupon municipal bonds into your retirement plan. When you buy zero coupon municipal bonds, you should plan to hold them until maturity. Always check the issue size of any bond you purchase and the tax-exempt status. Small issues may have limited liquidity, and some municipal bonds are taxable. If you need to sell your bond prior to maturity, you may have to do so at a steep discount to market value.
This video is for educational and illustrative purposes and is not financial advice.

Your broker or advisor will charge you fees or commissions to make investments and therefore your returns will be less than indexes. For example, if you invest in the S&P 500 ETF, SPY, you will pay a fee to the company managing the ETF, State Street Global Advisors. Your return on the S&P 500 ETF, SPY, will be less than the S&P 500 Index TR because of the fee paid to State Street Global Advisors. Additionally, you may pay a fee or commission to your broker or financial advisor, further reducing your return, below the index. Consult your advisor or broker for a detailed list of their fees or commissions before you invest. Investing involves risk and you can lose money.