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Beware the Muni De Minimis Rule! episode artwork

Jun 12, 2022 22 min

Beware the Muni De Minimis Rule!

from Bond Investment Mentor Hosted by Chris Nelson, CFA

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. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out! Let’s Connect via Social Media!

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What this episode covers

Chris examines the de minimis tax rule and how it can affect investors in municipal bonds. He also reviews this week’s market data and shares the latest prepayment info for mortgage securities.

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How long is this episode of Bond Investment Mentor?

This episode is 22 minutes long.

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This episode was published on June 12, 2022.

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