A 50/50 VYM/VTEB portfolio with $1 million in principal would currently generate approximately $28,700 annually, or roughly $2,392 per month, before taxes where applicable, and before any future changes in fund distributions.

247wallst.com - 2026-07-14 18:23:09

Contact [email protected] for any questions or corrections.

247wallst.com - 2026-07-13 20:16:05

One of the few downsides of passive income from stocks and bonds is that the income generated by those investments is subject to federal and state income tax.

247wallst.com - 2026-07-10 08:18:08

Congratulations, you cleared $400,000 this year. Now meet your silent partner: the IRS, who is taking 35% of every dollar you earn above the top-bracket threshold, plus a slice of your interest income, your short-term gains, and your non-qualified dividends. At your income level, where you park your money matters almost as much as what... You Earn $400K and Hand the IRS 35%. These 3 ETFs Help You Keep More

247wallst.com - 2026-07-01 19:20:05

In 2021, Elon Musk paid over $11 billion to the IRS (his 2026 federal tax may be significantly larger, due to the SpaceX IPO).

247wallst.com - 2026-06-16 09:42:23

By some estimates, 11,000 baby boomers retire each and every day. For those keeping score at home, that works out to be 4.1 million boomers leaving the traditional workforce every year.

etftrends.com - 2026-06-15 17:23:12

A married couple filing jointly with $400,000 of taxable income occupies one of the highest tax brackets many affluent retirees and professionals will encounter before reaching the top tier. At that income level, federal taxes already take a meaningful bite out of interest income, and investors in high-tax states can face an even steeper combined burden.... This $750,000 Municipal Bond Sleeve Pays a High-Earner Couple $33,000 a Year of Federal-Tax-Free Income

247wallst.com - 2026-06-06 05:41:49

Tony Dong is the founder of ETF Portfolio Blueprint.

247wallst.com - 2026-06-03 08:57:57

For decades, the playbook for high-income investors was almost reflexive: put municipal bonds in your taxable account, put Treasuries and corporates in your IRA.

247wallst.com - 2026-05-28 04:48:55

A $75,000 salary sits at the top of the U.S. median household range, but for a retiree in a high federal and state bracket, replacing it with taxable income means earning much more before Uncle Sam takes his cut.

247wallst.com - 2026-05-27 05:27:31

Bloomberg's Aashah Shah joins Scarlet Fu on "Bloomberg Real Yield." May has been a strong month for muni bond issuance, with about $35 billion of sales so far this year.

youtube.com - 2026-05-22 15:46:52

There is an old saying in investing that a portfolio is like a bar of soap: the more you touch it, the smaller it gets.

247wallst.com - 2026-05-22 14:00:35

High-bracket retirees face a math problem that taxable bond funds cannot solve: every dollar of interest income gets taxed at the federal marginal rate, often layered with a state tax bite.

247wallst.com - 2026-05-22 09:44:43

For investors in the top federal tax bracket, the Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA | PZA Price Prediction) offers something rare: a monthly paycheck the IRS cannot touch.

247wallst.com - 2026-05-18 12:24:31

March's bout of geopolitical volatility affected investment approaches of all kinds, and municipal bonds were unfortunately no different. As just one example, the Bloomberg Municipal Bond Index fell more than 2% on the month, as the fixed income asset struggled to retain its safe haven reputation.

etftrends.com - 2026-05-12 09:36:33

AI-driven electricity demand is forcing a decade of infrastructure spending into five years. The municipal bond market is becoming a primary financing channel for that buildout, creating income opportunity.

etftrends.com - 2026-05-09 10:58:45

Your retirement check is about to get squeezed by a Fed civil war you did not vote for.

247wallst.com - 2026-05-03 10:49:26

There's at least one good RMD reinvestment option for every retiree.

fool.com - 2026-04-26 03:44:00

A $1 million municipal bond portfolio yielding 5% generates $50,000 per year in interest income that the federal government cannot touch. For a married couple in the top tax bracket, that same $50,000 would require roughly $79,365 in taxable bond income to produce the same after-tax result. Municipal bonds are issued by states, cities, school... $1 Million in Municipal Bonds Generates $50,000 Tax-Free Income That Beats Treasury Returns

247wallst.com - 2026-04-21 09:53:34

A physician in California earning $500,000 a year hands roughly half of every dollar of taxable investment income to the government. That math is quietly pushing high-earning professionals toward municipal bonds right now, and the window for this trade is as wide as it has been in over a decade. The Tax Problem High Earners... Why Doctors and Lawyers in High-Tax States Are Moving Money Into Muni Bonds as Rates Rise

247wallst.com - 2026-04-20 06:52:53

Earned Wealth Advisors LLC cut its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 12.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 232,126 shares of the company's stock after selling 33,198 shares during the quarter. Earned Wealth Advisors LLC's holdings

defenseworld.net - 2026-04-20 05:12:43

Davidson Investment Advisors grew its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 2.8% during the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 371,923 shares of the company's stock after purchasing an additional 10,009 shares during the period. Davidson Investment Advisors' holdings

defenseworld.net - 2026-04-20 04:27:12

A 30-year AA-rated municipal bond currently yields 4.75%, and that number looks modest next to a 7% corporate bond. But for a high earner in the top federal bracket, the muni wins by a wide margin after taxes. The math is the entire story here, and it is one of the most consistently underused tools... The Income Strategy That Pays High Earners More After Tax Than a 7% Taxable Bond

247wallst.com - 2026-04-19 08:52:36

VTEB is one of the largest municipal bond ETFs in the market, with a tax-advantaged 3.3% dividend yield. VTEB holds high-quality, AA-rated municipal bonds with moderate-to-high rate risk and minimal. Although the headline yield is low, after-tax income seems above-average, at least for investors in taxable accounts in the higher tax brackets. VTEB compares unfavorably to several of its peers, including FLMI and BOXX.

seekingalpha.com - 2026-04-18 09:44:31

Farther Finance Advisors LLC boosted its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 40.4% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 204,543 shares of the company's stock after acquiring an additional 58,878 shares during the quarter.

defenseworld.net - 2026-04-16 04:09:46