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Market Impact: 0.15
Forget AGG in Retirement. MUB Does the Same Job With a Smaller Tax Bill
Source: 247wallst.com
Tax & TariffsCredit & Bond MarketsConsumer Demand & Retail
The article warns that retirees holding broad bond ETFs in taxable brokerage accounts may incur recurring tax liabilities that reduce after-tax investment income. It highlights tax inefficiency in default bond-fund allocations rather than a change in bond-market fundamentals; no specific dollar amount, yield, or tax-rate impact was provided.
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