Get the free 2017 taxable Equivalent Yield table for New York State ... - Nuveen

2017 Taxable Equivalent Yield Table for New York State and City The chart to the right shows how much more you will have to earn with a taxable investment to equal the return of a tax-free investment.

How to fill out 2017 taxable equivalent yield

How to fill out 2017 taxable equivalent yield

1. Gather all necessary financial information such as the taxable income, tax rate, and tax-exempt income.
2. Calculate the taxable equivalent yield using the formula: Taxable Equivalent Yield = Tax-Exempt Yield / (1 - Tax Rate).
3. For example, if the tax-exempt yield is 3% and the tax rate is 25%, the taxable equivalent yield would be 4% (3% / (1 - 0.25)).
4. Use the calculated taxable equivalent yield to compare the after-tax returns of tax-exempt investments with taxable investments.
5. Consider factors such as investment risk, potential tax benefits, and individual financial goals when determining if the taxable equivalent yield is beneficial.

Who needs 2017 taxable equivalent yield?

1. Individuals who have both taxable and tax-exempt investments and want to compare the after-tax returns of these investments.
2. Investors who are considering tax-exempt investments and want to determine if the potential tax benefits outweigh the associated risks.
3. Financial advisors and professionals who need to assist clients in making informed investment decisions based on their individual tax situations.
4. Individuals or businesses who want to optimize their investment portfolios and maximize their after-tax returns.

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What is taxable equivalent yield table?

A taxable equivalent yield table is a means of comparing the yield of a tax-exempt investment with a taxable one.

Who is required to file taxable equivalent yield table?

Financial institutions and other entities that issue tax-exempt securities are required to file taxable equivalent yield tables.

How to fill out taxable equivalent yield table?

The taxable equivalent yield table can be filled out by including information such as the interest rate, time period, and tax rate in order to calculate the equivalent yield for tax-exempt investments.

What is the purpose of taxable equivalent yield table?

The purpose of the taxable equivalent yield table is to provide investors with a way to compare the yields of tax-exempt and taxable investments on an equal basis.

What information must be reported on taxable equivalent yield table?

The taxable equivalent yield table must include the interest rate, time period, tax rate, and the calculated equivalent yield for tax-exempt investments.