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Personal Finance and Investing

steve2470

(37,468 posts) Sun May 11, 2014, 10:31 AM May 2014

Reasonable rate of return on non-taxable investments ? [View all]

Advisor keeps throwing out 2.5% figure. Too high, too low, just about right, other ? My layman's guess is that tax-exempt is usually lower than taxable, true ? Needless to say, I am not part of the 1% or even remotely near being wealthy. Just curious as always.

Thanks for your time and thanks again, A Heretic I Am.

Steve

2 replies

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Reasonable rate of return on non-taxable investments ? [View all] steve2470 May 2014 OP

The term "Tax equivalent yield" (TEY) comes to mind. (Edited) A HERETIC I AM May 2014 #1

Thanks for all your hard work on this, much appreciated steve2470 May 2014 #2