Charles Schwab Asset Manager Comments on High Treasury Yields and Municipal Bonds
- Reports
- 2
- Developments
- 1
- Repetition
- 50%
New informationRepeats or wire copies
What happened
Cooper Howard, who works for the asset management arm of Charles Schwab, commented that the 10-Year Treasury Yield recently moved above 5%. Howard also suggested that municipal bonds may be compelling for investors in higher tax brackets. However, the report noted that for retirees collecting Social Security, municipal bond interest can still be counted by the IRS when determining taxable benefits.
From 247wallst.com
Why it matters
The comments address current high yield environments and the appeal of tax-advantaged investments. The discussion highlights specific tax complexities, such as how municipal bond interest is treated when calculating Social Security benefits, which affects retirement planning and investment choices.
From 247wallst.com
Who's involved
- HowardCommentator from the asset management arm of Charles Schwab
- Charles SchwabFinancial services company whose asset management arm employs Cooper Howard
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The entities involved
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Howard
English cricketer for Kent
Nothing else this week.
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Charles Schwab
professor of agricultural and biosystems engineering