Credit Ratings and Tax Tables

Use these tables to calculate the tax rates and exempt versus taxable yields for municipal bonds.

Federal Tax Bracket Table

Exempt vs. Taxable Equivalent Yields

Credit Ratings Table

Contact Atlantic Financial

For more information about our municipal bond portfolios or to have us answer any questions you may have please call 1-800-559-2900, email us (please be sure to include your name and phone number in your email), or use this short form to contact us:

 Disclosures                                                                                                                                                   

a)   Tax sensitive investing may not provide as high a return as other investments before consideration of federal income tax consequences.

b)   Bonds contain interest rate risk (as interest rates rise bond prices usually fall); the risk of issuer default; and inflation risk. The municipal market is volatile and can be significantly affected by adverse tax, legislative, or political changes and the financial condition of the issuers of municipal securities. Interest rate increases can cause the price of a debt security to decrease. A portion of the dividends you receive may be subject to federal, state, or local income tax or may be subject to the federal alternative minimum tax. A portion of the funds income may be subject to state taxes, local taxes and the federal alternative minimum tax.

 Portfolio Real Life Examples | Municipal Bonds FAQ | Tax-Table / Credit Ratings Table

Financial Planning and Investment Services

Atlantic Financial has been serving clients since 1994.  Atlantic Financial enjoys a solid reputation for service, selection and value. We can review your wealth management plan, assist with your or 401k / IRA Rollover and assist you with global wealth management.