-TAXABLE EQUIVALENT YIELD- NEW YORK STATE
[Pages:2]-TAXABLE EQUIVALENT YIELDNEW YORK STATE
NEW YORK STATE
ABOUT RSAM
Ross Sinclaire Asset Management (RSAM) is a division of RSA, a registered investment advisor, providing customized solutions for Advisors and Private Clients.
RSAM specializes in actively managed fixed income tax-free and taxable portfolios that are individually tailored to accommodate the needs of each client. When investing in fixed income we believe for clients to be successful, they must own individual bonds that are actively managed in portfolios tailored to the individual needs and objectives of the client: Income, Total Return, After Tax Return, Distribution.
TAXABLE EQUIVALENT YIELD TABLE 24% FEDERAL TAX RATE ? 6.65% STATE RATE ? 29.00% TOTAL EFFECTIVE RATE1
In-State Municipal Yield2
1.50% 1.75% 2.00% 2.25% 2.50% 2.75% 3.00% 3.25% 3.50% 3.75% 4.00% 4.25% 4.50% 5.00%
Tax-Equivalent Out-ofState Muni Yield3
1.61% 1.87% 2.14% 2.41% 2.68% 2.95% 3.21% 3.48% 3.75% 4.02% 4.28% 4.55% 4.82% 5.36%
Tax-Equivalent Treasury Yield4
1.97% 2.30% 2.63% 2.96% 3.29% 3.62% 3.95% 4.28% 4.61% 4.93% 5.26% 5.59% 5.92% 6.58%
Tax-Equivalent Corporate Yield5
2.11% 2.46% 2.82% 3.17% 3.52% 3.87% 4.23% 4.58% 4.93% 5.28% 5.63% 5.99% 6.34% 7.04%
PRODUCTS Custom Portfolios Unconstrained Bond Strategy Intermediate Municipal Bond Strategy
PORTFOLIO MANAGEMENT Peter Baden, CFA CIO, RSAM
Justin Hennessy Director of Portfolio Management
Andrew Paolillo, CFA Senior Portfolio Manager
CONTACT ROSS SINCLAIRE Tom Williams Director of Investment Advisory
William Weese Director, Advisory Sales & Marketing 617-748-5573
Rick Bell Senior Portfolio Consultant 513-762-3694 ria.
TAXABLE EQUIVALENT YIELD TABLE 37% FEDERAL TAX RATE ? 6.85% STATE RATE ? 44.88% TOTAL EFFECTIVE RATE1
In-State Municipal Yield2
1.50% 1.75% 2.00% 2.25% 2.50% 2.75% 3.00% 3.25% 3.50% 3.75% 4.00% 4.25% 4.50% 5.00%
Tax-Equivalent Out-ofState Muni Yield3
1.61% 1.88% 2.15% 2.42% 2.68% 2.95% 3.22% 3.49% 3.76% 4.03% 4.29% 4.56% 4.83% 5.37%
Tax-Equivalent Treasury Yield4
2.53% 2.96% 3.38% 3.80% 4.22% 4.65% 5.07% 5.49% 5.91% 6.33% 6.76% 7.18% 7.60% 8.45%
Tax-Equivalent Corporate Yield5
2.72% 3.17% 3.63% 4.08% 4.54% 4.99% 5.44% 5.90% 6.35% 6.80% 7.26% 7.71% 8.16% 9.07%
1Taxable equivalent yield table assumes the 3.8% Net Investment Income tax and allows deduction of state taxes on Federal tax return 2Not subject to federal or state income taxes 3Subject to state income taxes, exempt from federal income taxes 4Subject to federal income taxes, exempt from state income taxes 5Subject to both federal and state income taxes
Client Centric, Tailored Approach
? Risk Tolerance ? Income Needs ? Return Objectives ? Tax Management
Strategies Currently Available
? Intermediate High Grade Municipal ? Short Term High Grade Municipal ? Dividend Plus Taxable ? Unconstrained Income ? Objective Based Custom Managed
-TAXABLE EQUIVALENT YIELDNEW YORK STATE
NEW YORK STATE
Ross, Sinclaire & Associates, LLC is an investment banking and asset management organization specializing in municipal debt securities. Our unique perspective provides insight, access, and knowledge translating into optimized returns for investors.
RSA Consulting:
Providing insight and guidance to public and private entities planning capital events.
RSA Underwriting:
13 RSA offices across 9 U.S. States. RSA's network of syndicate partners provides a constant flow of new issues to the market.
RSA provides regional exposure through 13 offices in 9 US States.
RSA Institutional Brokerage:
RSA is one of the largest most respected Municipal Dealers in the business. RSA inventories debt issues providing liquidity and best execution.
RSAM RIA Portfolio Management:
A natural progression to our offering, RSA solutions are managed with a client centric approach that optimizes individual bond characteristics with specific client profiles for risk, income, total return, taxes and / or distribution.
The information supplied in these tax tables are for reference purposes only. The taxable equivalent yields represented in these tables do not include the current maximum state tax deductibility of $10,000 per household on Federal tax returns. Actual taxable equivalent yields may be slightly higher or lower based on individual Federal tax returns. Consult with your tax advisor for more detailed information. RSA Asset Management is a division of Ross, Sinclaire & Associates, LLC (RSA). Ross, Sinclaire & Associates, LLC is a registered brokerdealer, a municipal advisor, an investment advisor registered with the U.S. Securities and Exchange Commission (SEC), and a member of FINRA, the MSRB, and SIPC. Registration with the SEC does not imply a certain level of skill or training. Investment Products are Not FDIC Insured, Offer No Bank Guarantee, May Lose Value.
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