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Tax-advantaged investing

Download 2024 taxable equivalent yields

It's not what you earn, it's what you keep®

Market uncertainty continues and tax rate increases are on the horizon. In this environment, there is opportunity to add value by considering tax-smart strategies for changing conditions. Nuveen invests in a range of tax-efficient asset classes and vehicles to help maximize after-tax outcomes and advance financial goals. Leverage our resources to address the current landscape and to learn more about the benefits of tax-efficient investing.

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With diverse expertise across income and alternatives, we invest in the growth of businesses, real estate, infrastructure, farmland and forests to help make an enduring impact on our world.

Resources to guide conversations around tax-advantaged investments

2024 taxable equivalent yields

Taxable equivalent yields help investors compare the potential returns of a taxable investment versus a tax-advantaged investment, such as a municipal bond fund. Use our tax tables to determine taxable equivalent yields based on your state and federal tax rates.

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Featured insights
Municipal Bonds Municipal bonds: The power of generating higher income
In the first quarter, the municipal bond market displayed relative strength in the face of rising Treasury yields.
Municipal Bonds Municipal market: How rates rise matters
Analysis of five historical periods of increasing fed funds rates shows that various areas of the municipal yield curve responded differently depending on economic conditions, the shape of the curve moving into the tightening cycle and the manner in which the Fed tightened.
Fixed income Fixed income perspective: preferred securities
Preferred securities can offer higher income potential compared to other fixed income sectors.

Neither Nuveen nor any of its affiliates or their employees provide legal or tax advice. Please consult with your personal legal or tax advisor regarding your personal circumstances.

Tax rates and IRS regulations are subject to change at any time, which could materially affect the information provided herein.

Important information on risk

Past performance is no guarantee of future results. All investments carry a certain degree of risk including, the possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Certain products and services may not be available to all entities or persons.  There is no guarantee that investment objectives will be achieved.

An investment in any municipal portfolio should be made with an understanding of the risks involved in investing in municipal bonds, such as interest rate risk, credit risk, and market risk. The value of the portfolio will fluctuate based on the value of the underlying securities. If sold prior to maturity, municipal securities are subject to gain/losses based on the level of interest rates, market conditions and the credit quality of the issuer. Income may be subject to the alternative minimum tax (AMT) and/or state and local taxes, based on the investor’s state of residence. Income from municipal bonds held by a portfolio could be declared taxable because of unfavorable changes in tax laws, adverse interpretations by the Internal Revenue Service or state tax authorities, or noncompliant conduct of a bond issuer. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax. Please contact a tax advisor regarding the suitability of tax-exempt investments in your portfolio. Nuveen and its investment specialists do not provide tax advice.   

Clients should contact their tax advisor regarding the suitability of tax-exempt investments in their portfolio. If sold prior to maturity, municipal securities are subject to gain/losses based on the level of interest rates, market conditions and the credit quality of the issuer. Income may be subject to the alternative minimum tax (AMT) and/or state and local taxes, based on state of residence.

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