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Investment Strategies / Bond Investing
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Author: weatherman   😊 😞
Number: of 78 
Subject: muni and brackets
Date: 02/23/2025 10:33 AM
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for allocation to muni and tax-free strategies to make sense (without complex scenario-specific calculations), my impression is one needs to be (and stay) in the top 3 income brackets. (maybe top 4?)
this is to have some resilience to 'stealth' taxes which can be non-linear and are much easier to pass by congress.
some taxes of this ilk are IRMAA, investment gain tax, state-specific, etc...

in particular, if one is transitioning to retirement and\or likely to receive significant inheritance within a decade, the situation can turn quickly.

any problems with this generalization?
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