Focus on Preserving Your Wealth with Municipal Bonds
At Prevision Wealth Planning, we favor individual securities and bonds over funds. This strategy can be an important way to diversify your portfolio, reduce costs, and better manage your tax liability. Plus, it can provide a steady stream of income payments. If you’re risk-averse and focused on preserving wealth, municipal bond investing may be the preferred solution for you.
Bonds provide a predictable income stream and can help offset exposure to more volatile stock holdings.
Bond benefits include:
- Interest is typically paid twice a year
- Bond investors receive a return of face value if held to maturity
- It’s a good way to preserve capital while investing
- Interest from municipal bonds is generally exempt from federal income tax
- Interest may also be exempt from state and local taxes for residents in the states where the bond is issued
Let Prevision Wealth Planning advise you on bond selection. We can offer guidance on specific bond types, including short- and long-term bonds. If you are new to bonds, we can provide more general information so you can decide if this is a smart investment for you.
To request info on bonds,please complete the form below.
Bond Request Form
