EPISODE · Jun 12, 2022 · 22 MIN
Beware the Muni De Minimis Rule!
from Bond Investment Mentor · host 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 reportConsumer sentimentConsumer creditGDP 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 priceTax treatment of muni bond price accretionSelling or buying deeply discounted municipal bondsBloomberg resources: QTAX and FTAXHere'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!
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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Beware the Muni De Minimis Rule!
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