- Tax PlanningThe projections or other information generated by the Nuveen Municipal Bond Ladder Tool regarding the likelihood of various investment outcomes are hypothetical in nature and do not reflect actual investment results that any particular investor actually attained or of any specific Nuveen product. Past performance is no guarantee of future results. All investments carry a certain degree of risk, including the loss of principal. Investment objectives may not be met. The use and output of this calculator is for educational purposes only and should not be considered investment, legal, financial planning, or tax advice. The output is general in nature and may not apply to your individual tax situation and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions. All outcomes/yields/returns do not reflect the deduction of management fees, transaction costs and other expenses that an investor will incur. Product availability and customization options may vary by firm and platform. For more individualized information, you should consult your tax advisor or investment professional.
- Charitable GivingTaxable income is your gross income, less certain adjustments (expenses, qualified account contributions, alimony paid), less exemptions (personal and dependent) and all deductions (mortgage interest, property taxes, charitable contributions). For calculation purposes, the tool assumes the ‘Single’ Filing Status. There are additional statuses available that are not reflected in this tool.
- Tax Deductions529 education savings plans are state-sponsored, tax-advantaged accounts designed to help investors save for education expenses. Explore the MI 529 Advisor plan, the only financial professional-sold 529 plan that offers Michigan residents a state income tax deduction on contributions, and the Scholars Choice Education Savings Plan, one of the largest financial professional-sold 529 plans that offers state tax benefits for Colorado residents. Both plans offer...
- Income TaxConsists solely of assets of retirement, pension, profit sharing, stock bonus or other tax-qualified retirement accounts and governmental plans that are exempt from federal income tax.
- Capital Gains Taxes* Income may be subject to state and local taxes, as well as the federal alternative minimum tax. Capital gains, if any, are subject to capital gains tax.
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- Mutual FundsRelative to mutual funds, CITs are generally considered to be low cost. CITs are maintained or sponsored by a bank or trust company (Trustee) under the purview of the US Office of the Comptroller of the Currency (OCC) or a state banking regulator.
- Bonds
- Wealth ManagementServing as Trustee of the Nuveen/SEI Trust Company Investment Trust (Trust). SEI Trust Company is a wholly owned subsidiary of SEI Investments Company, a leading global provider of institutional and private client wealth management solutions. SEI maintains ultimate fiduciary authority over the management of the Trust with Nuveen affiliated advisers serving in fiduciary roles as investment sub-advisers.
- Money Market FundsTender Option Bonds are special purpose trust investments that create leverage by borrowing primarily from money market funds to invest in high quality municipal bonds.
- Accounting ServicesBy clicking on the continue button below, you will be taken to the Funds’ transfer agent and shareholder services website, provided by a third party. This third party is responsible for bookkeeping, data processing and administrative services for the maintenance of the Funds’ shareholder accounts.
- Financial Planning
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- Annuities
- Asset ManagementChurchill Asset Management is one of the most active middle market private capital managers in the U.S. Learn how our scale, differentiated sourcing, unique alignment construct and track record set us apart. Learn more