From: "704set" <704set@anywhereyouwant.com>
Newsgroups: misc.invest.financial-plan
Subject: Re: Oregon state tax exempt funds?
Date: Fri, 30 Jun 2006 17:48:29 -0500
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I don't know how Oregon taxes its people regarding municipal bonds. If the
state taxes you on munis outside of Oregon, then you need to find a bond
fund that invests only in Oregon bonds. I don't know of any, but I'm sure a
Google (or your favorite search engine) search will reveal any that exist.
As far as equity funds, you want a fund with low turnover. But I think I
would look at diversified portfolio of exchange traded funds (ETFs) that
mimick an index such as Spiders (SPY). These are traded like stocks with
little turnover, low expenses and the opportunity for long term tax rate if
held over one year.
704set
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