Financial mathematics
Tax-equivalent yield
Compare a fully tax-exempt yield with a taxable yield at an entered marginal tax rate.
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Sources to check
Mathematical illustration; no tax-law rate is applied.
Equivalent pretax taxable yield
5.88%
Entered tax-exempt yield4%
Comparison taxable yield after tax4.08%
What this model assumes
- Simple yield comparison assuming the entered tax-exempt yield is fully exempt from the tax rate entered. Excludes credit risk, AMT, NIIT interactions, state exemptions, and capital gains.
Educational summaries, not individualized tax or legal advice. Check the source, applicable tax year, effective dates and subsequent developments. External sources are independent of Syso.tax.
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