Bond Investment Mentor®

Beware the Muni De Minimis Rule!

Episode Summary

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.

Episode Notes

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 report
  • Consumer sentiment
  • Consumer credit
  • GDP 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 price
  • Tax treatment of muni bond price accretion
  • Selling or buying deeply discounted municipal bonds
  • Bloomberg resources:  QTAX and FTAX
• Here'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.

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