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This exclusive program is designed to help investors with large portfolios of municipal bonds take full advantage of one of the few remaining tax shelters.
The centerpiece of the program is a complete analysis of your holdings, provided each quarter as a series of reports. The Income-Flow Analysis, for example, includes a breakdown, by month and by bond, of the income generated by your portfolio. The Maturity Alert Report shows bonds that will be maturing in the next 30, 60, and 90 days, to assist you and your Financial Consultant in planning. Additional reports include yield analysis, coupon analysis, and more. |
