If tax efficiency is a top priority, there are quite a few ways to shield more of your investment gains from Uncle Sam. Asset location should come first. Americans have access to several ...

The 5 new municipal bond ETFs offer investors diversified, tax-free income options amid rising demand for tax-efficient yield ...

Fees are Average compared to funds in the same category. NYLI MacKay Tax Free Bond Fund has an expense ratio of 1.03 percent. Risk is Average compared to funds in the same category according to ...

Municipal bonds, or "muni bonds," comprise debt securities issued by various states, cities, counties and other governmental entities to raise money to build roads, schools and a host of other ...

J.P. Morgan merged its National Municipal Income Fund into the JPMorgan Municipal ETF, creating the largest active muni bond ...

Fees are Below Average compared to funds in the same category. BNY Mellon NY AMT-Free Municipal Bond Fd has an expense ratio of 0.60 percent. Risk is Average compared to funds in the same category ...

NXJ's distribution yield is inflated by a significant return of capital, with the real income yield at 3.57%. See why the ...

As financial advisors, we have two paths we can take. The easy path is to create a portfolio that’s simple for clients to understand and emotionally accept, even if it’s not the most tax-efficient.