Tax Free Mutual Funds

Online Guide to
Tax Free Mutual Funds

life insurance
Tax Free Mutual Funds
Tax Free Mutual Fund (n. - definition) - a fund with investments that produce income that is tax free from federal income tax and, depending upon one's state of residence, may be exempt from state and local taxes.
Tax Free Mutual Funds

Retirement Plan
Guides Online:

401k Simple
Defined Benefit Plan
Money Purchase Pension Plan
Profit Sharing Plan
Roth IRA
Simple IRA
Teacher Retirement

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401k Rollover
Cafeteria Plan Sec 125
Charitable Foundation
Charitable Trusts
Deferred Compensation
Donor Advised Funds
Elliott Wave Analysis
Estate Planning
Fee Based Financial Planning
Hedge Funds
Investment Services Advice
Margin Trading
Money Management
Money Market Savings Account
Mutual Fund Investment Advice
Mutual Funds
Mutual Funds at NAV
Omnibus Account
Payroll Deduction
Pooled Income Fund
Prime Brokerage
Roth IRA Conversions
Rule of 72
Stock Trading
Systematic Trading
Tax Exempt Money Market
Tax Free Mutual Funds
Variable Annuity

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by Retirement Plans Advisor

How should you manage your retirement money in a BEAR Market?

  • Tax Free Mutual Funds offer professional investment management and are available for investment and diversification within virtually all credit ratings for tax free bonds. Generally, the higher the credit ratings the lower the bond coupon (interest payment).

  • Tax Free Mutual Funds offer broad diversifications within different state, county city, municipal issuance markets.

  • Sometimes, Tax Free Mutual Funds offer the ability to own tax free bonds that are difficult for individuals to access and purchase directly.

  • Some families of mutual funds offer up to 20 different tax free mutual funds to select from within their family of funds.

  • Typically, these different funds are state specific and sometime different funds are available with different credit ratings.

  • Tax Free Mutual Funds offer monthly accumulation plans.

  • Tax Free Mutual Funds offer systematic payouts.

  • Tax Free Mutual Funds offer exchange privileges within their families.

  • Tax Free Mutual Funds offer liquidity.

  • Generally, Tax Free Mutual Funds are NOT HELD within IRAs, pension plans.

  • Tax Free Mutual Funds can be purchased by individuals, corporations, trusts.

  • Depending on the composition of the underlying investments within the Tax Free Mutual Funds, all the income is typically tax free from federal income tax, but not necessarily tax free from state income tax, if state taxes apply to your state of residence.

  • Some Tax Free Mutual Funds are tax free from federal and state tax.

  • Generally, the tax free component of Tax Free Mutual Funds is the interest received on the bonds; however, the bonds themselves, if sold, might or might not have a capital gains tax associated with that transaction.

  • Tax Free Mutual Funds can be purchased by any adult; however, typically these types of investments are most appropriate for individuals in the higher marginal income tax brackets.

  • All Mutual Funds, Variable Annuities and Variable Life Insurance policies are offered by prospectus ONLY. For complete information including charges and expenses obtain a prospectus, and read it carefully before you invest.

  • Mutual Fund, Variable Annuity and Variable Life prospectuses are available directly from the issuing companies when product information is requested, and in some cases, they can be downloaded directly on the issuing company's internet website.

  • Systematic and dollar cost averaging within Mutual Funds, Variable Annuities and Variable Life insurance policies does not assure a profit and does not protect against loss in declining markets. It involves continuous investment in securities regardless of fluctuating prices and the investor should consider his or her financial ability to continue purchases through periods of low price levels.

  • In some cases, Tax Free mutual funds are not tax free from state and local taxes and in other individual situations a Alternative Minimum Tax may apply.

  • Investing in stocks, bonds, mutual funds and variable annuities does not guarantee a profit.

  • All of these investments can lose money.

  • Stocks, bonds, mutual funds and variable annuities are not FDIC insured.

Guides Online:

Annuity Bonus
Annuity Fixed
Annuity Equity Indexed
Annuity Immediate
Business Continuity Insurance
Buy Sell Agreement
Charity Insurance
Common Remitter Service
Company Insurance
Equity Indexed Universal Life Insurance
Executive Insurance
Health Insurance
Health Savings Account
Insurance Product Guide
Key Man Insurance
Long Term Care Insurance
Medical Savings Accounts
Medicare Supplemental Insurance
Mortgage Insurance
Premium Finance
Return of Premium Life Insurance
Split Dollar Insurance
Term Life Insurance
Universal Life Insurance
Whole Life Insurance
Worksite Insurance Plans

Online Insurance
Quote Comparisons:

Free Life Insurance Quotes
Life Insurance Calculator
Low Cost Life Insurance
Term Life Insurance
Term Life Insurance Quotes
Term Life Insurance Rates

College Planning
Guides Online:

529 College Saving Plans
Education IRA
College Financial Aid
FAFSA & Definitions
Financial Aid Programs
Financial Aid Strategies
Scholarships - Loans
State College Aid Agencies

Mortgage Loan
Guides Online:

Adjustable Rate Mortgages
Fixed Rate Mortgages
Home Equity Mortgages
Interest Only Mortgages
Reverse Mortgages

Copyright © 1998-2007. Tax Free Mutual Funds Information Guide. All rights reserved.

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