Munis

Data reported by the Investment Company Institute.

Although annuities incur taxes and costs, clients "can invest the same amount into a diversified municipal bond portfolio and pay no taxes,” an expert says.

Failing the test can be devastating, but you shouldn’t quit. Avoiding these mistakes may help you earn a coveted passing grade.

Direct ownership has dropped by $103 billion year over year — and by more than $300 billion since 2010.

Data reported by the Investment Company Institute.

Puerto Rico's default is generating concern over mainland special revenue bonds and distressed issuers, and undercutting confidence in municipal credit nationwide.

Data reported by the Investment Company Institute.

It’s a pretty safe bet that all those in the rarefied strata hold at least some municipal bonds.

The products can offset potential losses from lowered state and local deduction limits.

The test will also be modified to account for the new tax law while aiming to plug leaks in the pipeline from college to CFP certification.