Exchange Currency

tax equivalent yield

The yield that must be offered before factoring in taxes so that an investment pays off a certain after-tax yield. This measure is often necessary to compare taxable and tax-free investments, since tax-free issues tend have lower pre-tax yields due to the fact that the investment's proceeds will not be reduced by taxes. Tax equivalent yield is equal to required after-tax yield divided by (1 minus the tax rate).

Related information about tax equivalent yield:
  1. Tax-Equivalent Yield Definition | Investopedia
    The pretax yield that a taxable bond needs to possess for its yield to be equal to that of a tax-free municipal bond. This calculation can be used to fairly compare ...
     
  2. Tax Equivalent Yield Calculator
    Bankrate.com provides a FREE tax equivalent yield calculator and other TEY calculators to view the yield of your municipal bonds.
     
  3. Tax-equivalent yield formula
    Oct 19, 2004 ... This formula helps you determine whether tax-free or taxable money market funds make sense in your situation.
     
  4. Individual Investors - Taxable Equivalent Yield Calculator
    The basic appeal of municipal bonds is that the interest income is exempt from regular federal income taxation and, in some cases, state taxation as well.
     
  5. What is my tax-equivalent yield? | Calculators by CalcXML
    Tax-free investments such as municipal bonds have lower yields due to their tax- exempt status. Use this calculator to determine an equivalent yield on a taxable ...
     
  6. Vanguard - Tax-equivalent yield calculator
    Compare the yield of a taxable fund to an equivalent tax-exempt fund.
     
  7. Tax-equivalent yield converter
    CNNMoney guide to investing in bonds. Everything you need to know about bond investing.
     
  8. How to Calculate Tax-Equivalent Yield | AllFinancialMatters
    Oct 20, 2006 ... Let's say you have the choice between two fixed-income options: A 5.00% taxable yield or a 4.50% tax-free yield. We'll also assume that you ...