Beware the Muni De Minimis Rule!

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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