fixed-income-municipal
CommunityAnalyze municipal bonds for tax-smart investing.
Finance & Accounting#fixed income#municipal bonds#tax-equivalent yield#credit analysis#tax-exempt#AMT
AuthorJoelLewis
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill helps investors understand and analyze municipal bonds, focusing on their tax advantages and creditworthiness, to make informed decisions in tax-aware fixed-income investing.
Core Features & Use Cases
- Tax-Equivalent Yield (TEY) Calculation: Compares the after-tax return of municipal bonds to taxable alternatives.
- Credit Analysis: Evaluates the risk of General Obligation (GO) and Revenue bonds.
- AMT Considerations: Assesses the impact of the Alternative Minimum Tax on muni bond yields.
- Use Case: Determine if a 3.5% tax-exempt municipal bond is a better investment than a 5.5% taxable corporate bond for an individual in the 37% federal and 5% state tax bracket.
Quick Start
Calculate the tax-equivalent yield for a municipal bond yielding 3.5% with a federal tax rate of 37% and a state tax rate of 5%.
Dependency Matrix
Required Modules
numpy
Components
scriptsreferences
💻 Claude Code Installation
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Please help me install this Skill: Name: fixed-income-municipal Download link: https://github.com/JoelLewis/finance_skills/archive/main.zip#fixed-income-municipal Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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