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Reply to "should I switch the fixed-income portion of my portfolio from munis to corporate and TIPS?"
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[quote=Anonymous][quote=Anonymous]I have done the math on munis in your bracket and they are dominated by equivalent treasury bonds in a high tax state (treasuries are state tax exempt). Buy tips if you want to hedge inflation. Corporates might actually be dominated by treasuries after tax depending on their yield and your tax situation.[/quote] WF's math is published in their [url=https://research.wealthfront.com/whitepapers/investment-methodology/#16-personalization-with-tax-rates]white paper[/url]. According to Table 8, I'm in the medium tax bracket (VA): [img]https://research.wealthfront.com/wp-content/uploads/2024/11/Screenshot-2024-11-01-at-2.43.20%E2%80%AFPM.png[/img] Then Figure 1 shows I shouldn't have munis unless I'm risk score 4 or lower (I chose 5). [img]https://research.wealthfront.com/wp-content/uploads/2024/11/Screenshot-2024-11-01-at-3.24.25%E2%80%AFPM.png[/img] My question is whether that makes sense.[/quote]
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