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On “For Income Investors, It’s All Bull”cont’d #2

Q

You wrote: “Today, investors can still buy investment-grade tax-free bonds yielding 4.50% to 5.00%. These returns are comparable to 6.92% and 7.69% on a taxable investment for an investor in the highest tax bracket, and 6.25% and 6.94% respectively in the 28% tax bracket.” What short-term bond is paying 5% tax free?

V., California

A

James A. Klotz responds:

We don’t know of short-term bonds paying 5.00% tax-free. We have always recommended buying longer-term bonds to maximize income, as indicated in my commentary.

Sep 1, 2006

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