Tax-Exempt Investment

/ˈtæks ɪɡˌzɛmpt ɪnˈvɛstmənt/

Definitions

  1. (n.) An investment that generates income exempt from federal or state taxes under applicable law.
    Municipal bonds are common examples of tax-exempt investments, offering interest that is free from federal income tax.

Forms

  • tax-exempt investment
  • tax-exempt investments

Commentary

Tax-exempt investments often arise in structured finance and tax planning contexts; drafters should specify applicable jurisdictions and tax types explicitly.

This glossary is for general informational and educational purposes only. Definitions are jurisdiction-agnostic but reflect terminology and concepts primarily drawn from English and American legal traditions. Nothing herein constitutes legal advice or creates a lawyer-client relationship. Users should consult qualified counsel for advice on specific matters or jurisdictions.

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