How the Tax Exclusion on Municipal Bond Interest Actually Works

Lucas and Luna break down the mechanics behind the tax-free interest on municipal bonds in 2026. They explain what 'triple tax-free' really means, compare taxable-equivalent yields, and walk through a real-world example of a California resident deciding between a muni bond and a corporate bond. The episode also covers the alternative minimum tax (AMT) pitfalls and the little-known de minimis rule that can trigger capital gains on discounted bonds. Perfect for investors in high tax brackets looking to optimize their fixed-income portfolio. #MunicipalBonds #TaxExemptInterest #TripleTaxFree #TaxableEquivalentYield #AMT #DeMinimisRule #BondInvesting #FixedIncome #HighTaxBracket #CaliforniaMunis #AlternativeMinimumTax #Finance #PersonalFinance #Investing #TaxStrategy #FexingoBusiness #BusinessPodcast #TaxPlanning Keep every episode free: buymeacoffee.com/fexingo