Trust Accounts Benefit from Tax-Exempt Income

April 23, 2019 — Unlike the graduated federal income tax brackets that max out at 37% with taxable income at $500k or more, trust accounts benefit from owning municipal bonds at a significantly lower tax bracket.

  • DATE: April 23, 2019
  • TYPE: PDF
generic image

Featured Insights

generic image
Fixed Income

3 Reasons Now is the Time to Sell High-Yield

In recent weeks, Sage has become more cautious on lower-quality corporate bonds. Our caution is based on the following signals.

Learn more >

generic image
Fixed Income

Auto Loan Losses: Navigating Through the Noise

Over the last few quarters, there have been numerous news headlines noting the rise in auto loan delinquencies. The headlines tell only part of the story, however, as many . . .

Learn more >

generic image
Fixed Income

Is Now the Time to Extend Duration?

Cash and ultra-short fixed income investors continue to enjoy the fruits of nine Fed rate hikes. Yields on cash hover around 3% with relatively low interest rate sensitivity.

Learn more >