Smith, Brown & Groover, Inc. offers tax advantaged investing through individual municipal bonds as well as insured unit trusts.
These unit trusts can be Georgia bonds or national bonds. Most bonds within these unit trusts are insured. As a result they are usually rated AAA by Standard & Poor’s rating agency and AAA by Moody’s Investor Service, Inc., the highest rating given by each agency.
In addition, Smith, Brown & Groover, Inc. offers tax advantaged investing through the use of mutual funds to give the individual investor broader diversification as well as additional flexibility to change the investment in the future.
Even though municipal bonds may not be subject to Federal and/or State Tax, an investor may still recognize a capital gain upon the sale of the bond and the client may still be subject to the Alternative Minimum Tax.