Loading…
Loading…
Social Security benefits come with inflation protection, but the tax formula attached to those benefits does not. For retirees with pensions, IRA withdrawals, taxable investment income, or municipal bond interest, a larger benefit can quietly mean a larger federal tax bill. The result is a tax rule from the 1980s that reaches more retirees every... How Much of Your Social Security Will You Actually Keep After Taxes?
In the first Federal Open Market Committee (FOMC) meeting under new Federal Reserve Chairman Kevin Warsh, the central bank, as expected, stood pat with interest rates. Add to that, Fed funds futures imply almost zero chance of a July rate cut.
For high earners hunting tax-free monthly income, the Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA) has become a reliable workhorse.
In 2021, Elon Musk paid over $11 billion to the IRS (his 2026 federal tax may be significantly larger, due to the SpaceX IPO).
I think more retirees should get comfortable with selling shares to fund portfolio withdrawals. Mathematically, there is not much difference between receiving income through dividends versus generating it yourself by selling shares. When a stock or ETF pays a dividend or distribution, the share price drops by roughly the amount paid out on the ex-dividend... Half a Million Dollars. Two ETFs. $1,400 a Month, Without Touching the Principal.
For investors in the top federal tax bracket, the Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA | PZA Price Prediction) offers something rare: a monthly paycheck the IRS cannot touch.
CGN Advisors LLC lifted its stake in Schwab Municipal Bond ETF (NYSEARCA:SCMB) by 8.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 294,181 shares of the company's stock after acquiring an additional 22,520 shares during the period. CGN Advisors LLC owned 0.28%
Municipal bonds are off to solid starts in 2026. That indicates advisors and income investors can revisit the asset class known for safety.
No recent filings indexed.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
Click below to see what's inside, then upgrade to read every transcript for SCMB and 80,000+ other tickers.
Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.