Search results for: net investment income tax

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New taxes require strategies to maximize after-tax return

Higher earners with taxable investments are most susceptible to triggering the net investment income tax, a surtax of 3.8% that applies to taxable investments. An asset location strategy involves placing a greater percentage of the most tax-sensitive investments in tax-deferred accounts.

Tagged with: New Tax Regime

The taxman cometh

New and higher taxes will increase what many owe. Muni bonds can help mitigate your tax bill.

Tagged with: Fixed Income, Investing, Muni Perspectives Blog

What’s the outlook for muni bonds?

Strong YTD performance resulted from falling rates, a dearth of new supply and a resurgent demand by investors seeking attractive taxable-equivalent yields. We believe municipal bonds should continue to perform well in the second half of 2014.

Tagged with: Fixed Income, Investing, Muni Perspectives Blog

Hungry for income? High yield munis could be your meal ticket

High yield muni bonds represent an attractive investment opportunity. Professional money managers can help with the intricacies of the high yield muni space.

Tagged with: Fixed Income, Investing, Muni Perspectives Blog

The case for active muni management

Muni bonds represent an attractive investment opportunity
Active management is a value add in these volatile markets
Professional money managers can help investors navigate an ever-changing environment

Where does one invest in a world of uncertainty? Rising taxes, volatile markets, low yields, economic stagnation, geopolitical unrest.

Tagged with: Fixed Income, Muni Perspectives Blog

Capture five tax benefits with a 529 college savings plan

By contributing to a 529 plan, you may benefit from tax advantages — without giving up control of plan assets. As an estate planning tool, 529 plans may allow removal of significant assets from your taxable estate.

Municipal pension obligations: Why fear about underfunding may be unjustified, and why Chapter 9 will never become pervasive (save a few outliers)

Concerns about plan solvency are widespread and attention-grabbing, though perhaps unjustified. Collectively, pension funded ratios have declined at the state and local level, though the cost of funding actuarially required contributions remains manageable as a percent of governmental spending.

Tagged with: Fixed Income, New Tax Regime

Inversions and the growing scrutiny of corporate tax avoidance

While inversions are not new, the pace of inversions has rapidly increased in the last few years. We believe the debate over tax policy and perceived corporate tax avoidance will only grow from here.

Tagged with: Equities, Investing

Does it still pay to hold municipal bonds?

Price is important but income should be a factor when considering an investment. Don’t get caught on the sideline, the opportunity cost could be detrimental.

Tagged with: Fixed Income, Investing, Markets, Muni Perspectives Blog, New Tax Regime
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About Us

Backed by more than 100 years of experience, Columbia Management is one of the nation’s largest asset managers. At the heart of our success and, most importantly, that of our investors, are highly talented industry professionals, brought together by a unique way of working. At Columbia Management, reaching our performance goals matters, and how we reach them matters just as much.