Jill on Money with Jill Schlesinger cover image

Which Accounts to Tap in Retirement

Jill on Money with Jill Schlesinger

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Investing in a Municipal Bond Fund

You're not in a high tax bracket, so i don't wan to go crazy with this. It's not like you should have been in a municipal bond fund. This still is a good investment for you. It's just that you have to manage the tax liability. I mean, the other alternative would be you'd say, o ky, i got to sell the bond fund. So, ok, let's say you sell some of the bond fund, then you have to pay capital gains,. which, you know, you're goin to pay at least a 15 % capital gains tax. But that still leaves the i r a growing and you being forced to take the

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