Optimizing investment returns after medical practice launch.
Anya's high adjusted gross income of $350,000 placed her in a high tax bracket, making the decision between taxable and tax-exempt bonds complex. She wanted to ensure she was making the most advantageous investment choice given her unique financial circumstances, especially considering her business ownership and substantial debt.
Using the Tax Equivalent Yield Calculator, we determined that a taxable corporate bond yielding 5.0% was equivalent to a tax-exempt municipal bond yielding only 3.4% for Anya, considering her federal and state tax brackets. This clearly showed that the taxable bond offered a higher after-tax return of $17,500, even after accounting for taxes, when compared to the tax-free return of $11,900 from the muni bond, on a $350,000 investment.
The Tax Equivalent Yield Calculator quickly factored in Anya's combined federal and state tax rates (approximately 30%), allowing for a direct comparison of the after-tax returns of each investment option.
$5,600 annual increase in after-tax income for Dr. Sharma, compared to the alternative bond.
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