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SIE: Debt Securities
SIE practice questionmediumMunicipal Bonds

A customer is considering investing in municipal bonds for tax-advantaged income. Which statement about municipal bonds is accurate?

  1. AAll are exempt from state taxes
  2. BThey are guaranteed by the U.S. Treasury
  3. CThe interest is generally exempt from federal income tax✓ Correct answer
  4. DThey carry no market risk
Explanation

Why CThe interest is generally exempt from federal income tax

Municipal bond interest is generally exempt from federal taxes, but not always from state/local taxes. They are not U.S. Treasury obligations and are subject to market risk.

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