Opinion: Making a Tax Strategy can Maximize Savings

Although taxes may not be the most exciting topic, it can be valuable to review and strategize for tax planning frequently throughout the course of the year in order to maximize savings, minimize the tax “drag” on investments and keep hard-earned money.

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Municipal bonds are federally tax-free but may be subject to state and local taxes, and interest income may be subject to federal alternative minimum tax (AMT). Bonds are subject to availability and market conditions; some have call features that may affect income. Bond prices and yields are inversely related: when the price goes up, the yield goes down, and vice versa. Market risk is a consideration if sold or redeemed prior to maturity.

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