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Beyond Munis — New ETFs for Tax-Efficient Bond Investing

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Manage episode 512345662 series 2137790
Content provided by Money For the Rest of Us and J. David Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money For the Rest of Us and J. David Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

How to decide when to invest in municipal bonds versus new tax-efficient bond ETFs that don't invest in munis.

We analyze several newer ETFs that earn bond-like returns while avoiding paying taxable income distributions.

Sponsors

Claude.ai - Sign up for Claude today and get 50% off Claude Pro

Delete Me – Use code David20 to get 20% off

Investments Mentioned

Vanguard Tax-Exempt Bond ETF (VTEB)

iShares 7-10 Year Treasury Bond ETF (IEF)

JPMorgan Ultra-Short Municipal Income ETF (JMST)

Alpha Architect 1-3 Month Box ETF (BOXX)

F/m Compoundr U.S. Aggregate Bond ETF (CPAG)

F/m Compoundr High Yield ETF (CPHY)

NEOS Enhanced Income Aggregate Bond ETF (BNDI)

NEOS Enhanced Income 1–3 Month T-Bill ETF (CSHI)

Show Notes

US municipal bond defaults and recoveries, 1970-2022 by Moody's Investor Service—Fidelity

Five Reasons Municipals Have Rarely Defaulted by Matthew Norton—Bernstein

470 Plus: Annuities Correction, Europe versus U.S. Value Stocks, Analyzing BOXX, and Accredited Investor Rules—Money for the Rest of Us

Cboe:BOXX | Investment case—alpha architect

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

561 episodes

Artwork
iconShare
 
Manage episode 512345662 series 2137790
Content provided by Money For the Rest of Us and J. David Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money For the Rest of Us and J. David Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

How to decide when to invest in municipal bonds versus new tax-efficient bond ETFs that don't invest in munis.

We analyze several newer ETFs that earn bond-like returns while avoiding paying taxable income distributions.

Sponsors

Claude.ai - Sign up for Claude today and get 50% off Claude Pro

Delete Me – Use code David20 to get 20% off

Investments Mentioned

Vanguard Tax-Exempt Bond ETF (VTEB)

iShares 7-10 Year Treasury Bond ETF (IEF)

JPMorgan Ultra-Short Municipal Income ETF (JMST)

Alpha Architect 1-3 Month Box ETF (BOXX)

F/m Compoundr U.S. Aggregate Bond ETF (CPAG)

F/m Compoundr High Yield ETF (CPHY)

NEOS Enhanced Income Aggregate Bond ETF (BNDI)

NEOS Enhanced Income 1–3 Month T-Bill ETF (CSHI)

Show Notes

US municipal bond defaults and recoveries, 1970-2022 by Moody's Investor Service—Fidelity

Five Reasons Municipals Have Rarely Defaulted by Matthew Norton—Bernstein

470 Plus: Annuities Correction, Europe versus U.S. Value Stocks, Analyzing BOXX, and Accredited Investor Rules—Money for the Rest of Us

Cboe:BOXX | Investment case—alpha architect

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

561 episodes

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