Are There Tax-Efficient Alternatives to Munis?

How to decide when to invest in municipal bonds versus new tax-efficient bond ETFs that don't invest in munis.

We analyze several newer ETFs that earn bond-like returns while avoiding paying taxable income distributions.

Sponsors

Claude.ai - Sign up for Claude today and get 50% off Claude Pro

Delete Me – Use code David20 to get 20% off

Investments Mentioned

Vanguard Tax-Exempt Bond ETF (VTEB)

iShares 7-10 Year Treasury Bond ETF (IEF)

JPMorgan Ultra-Short Municipal Income ETF (JMST)

Alpha Architect 1-3 Month Box ETF (BOXX)

F/m Compoundr U.S. Aggregate Bond ETF (CPAG)

F/m Compoundr High Yield ETF (CPHY)

NEOS Enhanced Income Aggregate Bond ETF (BNDI)

NEOS Enhanced Income 1–3 Month T-Bill ETF (CSHI)

Show Notes

US municipal bond defaults and recoveries, 1970-2022 by Moody's Investor Service—Fidelity

Five Reasons Municipals Have Rarely Defaulted by Matthew Norton—Bernstein

470 Plus: Annuities Correction, Europe versus U.S. Value Stocks, Analyzing BOXX, and Accredited Investor Rules—Money for the Rest of Us

Cboe:BOXX | Investment case—alpha architect

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.