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Why ZTAX?
ZTAX offers investors a strategic alternative to traditional high-yield municipal bond portfolios, with the potential to enhance overall returns while maintaining tax efficiency.
Designed with liquidity and flexibility in mind, ZTAX’s marginable structure improves accessibility and can significantly reduce — or even eliminate — the tax liability on interest and dividends earned.
Offering exclusive access to triple tax-exempt bonds of U.S. territories — including Guam, the U.S. Virgin Islands, and post-bankruptcy Puerto Rico — ZTAX opens new doors for investors seeking powerful, tax-advantaged outcomes.