Municipal Bond Forum
How to do business with us
Q
I would like to get additional information about doing business with you. What do you charge on a transaction? How do you set up an account with you so that online purchasing is possible? Do you offer an online calculator that allows a client to look at the yield and tax savings at the same time?
A
James A. Klotz responds:
All bond offerings on our website are net. There are no additional costs, commissions or fees. You can open an account online, at www.fmsbonds.com, or by contacting us directly. You might find it helpful to visit the “Buying Bonds Online” section of our Web site. We currently do not offer a calculator online, though the taxable equivalent yield can be calculated by dividing the tax-free yield by the reciprocal of your tax bracket. For example: in a 28% tax bracket, divide by 72; in a 35% tax bracket, divide by 65. If you need assistance, please e-mail us or telephone us at 800-367-2663.
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The responses provided in this forum are meant to address specific questions posed by investors about their municipal bonds and to provide market insight for our general audience. Please note, your investments, objectives, results and experience may differ significantly. Our answers and any potential strategies discussed should not be construed as a solicitation to buy nor sell any security or investment product. All investing entails risk.
