Connecticut Tax-Equivalent Yield Calculator (2026)

Accounts for CT’s unique "Benefit Recapture" to show true yield for CT muni bonds.

Locked to Connecticut

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Defaults to top marginal bracket. Advanced users may edit or change.

2026 Target Yield

Tax-Equivalent Yield

6.70%
Federal Marginal Rate37%
NIIT Surtax(?)
3.8%
State Marginal Rate6.99%
Total Marginal Tax47.79%

To match a 3.50% tax-free yield, a taxable bond must pay 6.70%.

Tax efficiency applies to both income and capital gains.If you are optimizing after-tax bond income, you may also benefit from reviewing ETF correlation data for tax-loss harvesting.

Explore ETF Tax-Loss Pairs

Estimates based on projected 2026 marginal tax brackets. Assumes in-state municipal bond (exempt from Federal & State tax). Consult a tax professional for specific advice.

TaxLossPairs.com
Tax Logic

Macro Tax Perspective: The Hidden Flat Tax

Connecticut’s "Benefit Recapture" effectively claws back lower tax bracket benefits for high earners. This creates a higher marginal tax rate than headlines imply.

Since the SALT cap limits federal deductions, avoiding this ~7% state drag via CT-specific munis is the only risk-free way to boost your real-world yield.

Local Tax FAQs

How is the Connecticut tax rate in this calculator determined?

We approximate the effective top 6.99% marginal rate, which accounts for the "Benefit Recapture" clawbacks experienced by high earners.

Do I pay CT tax on municipal bonds from other states?

Yes. Connecticut taxes interest from municipal bonds issued by other states.

How does the 2026 SALT cap affect CT muni bond savings?

The expanded $40,400 cap phases down starting at $505,000 MAGI, making CT muni exemptions critical for top earners.

Why use CT munis vs. Treasuries?

Treasuries are state-exempt but federally taxable. CT munis are exempt from both, providing a significantly higher TEY for high earners.

Advanced Tax Strategy

Optimize Your Capital Gains

High earners often pair tax-free income with strategic loss harvesting. Have realized losses? Use our decision engine to check if you should harvest.

Open Decision Engine