本斯泰德说,“免税债券的收益率已与非免税债券相差无几。
If tax rates look like they will rise in 2013, municipal bonds might get another boost. As part of President Barack Obama's health-care overhaul, high-earning investors will be hit with a 3.8 percentage-point surtax on investment income next year. That makes munis, whose income isn't subject to the tax, that much more attractive, says Ron Roge, chief executive of wealth manager R.W. Roge & Co. in Bohemia, N.Y., which oversees more than $200 million.
如果2013年的税率上升,市政债券还将再次走红。作为奥巴马总统(President Barack Obama)医疗改革方案的一部分,明年政府将对高收入投资者额外征收3.8个百分点的利得税。财富管理公司R.W. Roge & Co.的首席执行长罗恩·罗杰(Ron Roge)说,这将使免税的市政债券变得更有吸引力。该公司位于纽约州波西米亚市(Bohemia),管理着超过两亿美元的资产。
'People will realize they can shelter money in muni bonds,' he says. 'Demand will go up and prices will go up.'
罗杰说,“人们会意识到,他们可以把资金投到市政债券这个避风港上。对市政债券的需求将会加大,价格将上涨。
Investment research firm Morningstar's top muni-bond mutual-fund picks include Fidelity Intermediate Municipal Income and Franklin Federal Tax-Free Income.
投资研究机构晨星公司(Morningstar)评选的最佳市政债券共同基金包括富达中级市政收入基金(Fidelity Intermediate Municipal Income)和富兰克林联邦免税收入基金(Franklin Federal Tax-Free Income)等。
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