Muni Ladder Portfolio Calculator

Create multiple muni ladder portfolios across customizable rate scenarios and generate personalized presentations.

Glossary Help

Step 1 - Calculate Tax Rate

  • Please select your state

  • Filing Status is required

  • Tax Rate is required Maximum Tax Rate: {{ mctrl.maxTaxRate | percentage:2 }}

Different assumptions selected by user produce different results. User is solely responsible for information entered. Investors should consult their investment professional prior to making an investment decision.

Step 2 - Enter Portfolio Assumptions

Calculation data as of April 22, 2019. Computed Tax Rate: {{ portfolioInputParams.taxRate | percentage:2 }}

Sources: PIMCO, Bloomberg, Tax Foundation. Characteristics represent initial characteristics

Step 3 - Generate your Presentation

Present

Review your portfolios and create a personalized presentation that includes additional muni market insights.