Tax-Equivalent Yield Calculator

Compare tax-exempt municipal bonds with taxable bonds to find the better after-tax investment.

Investment Details

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Tax-Equivalent Yield shows what taxable yield you would need to match the after-tax return of a tax-exempt municipal bond.

Tax-Equivalent Yield

5.54%

equivalent taxable yield needed

Combined Tax Rate
27.8%
After-Tax Taxable Yield
4.33%

Recommendation

The taxable bond is better by 0.46%

At your tax bracket, the 4% municipal bond equals a 5.54% taxable yield.

Yield Comparison

Tax-Exempt Yield4%
Tax-Equivalent (Fed Only)5.26%
Tax-Equivalent (Combined)5.54%
Taxable Yield Compared6%