2002 TABLE OF TAXABLE EQUIVALENT YIELDS
"BANK-QUALIFIED" INSTRUMENTS
SUBCHAPTER S BANKS IN FOURTH OR LATER YEARS OF S ELECTION
Percentage of Interest Expense Disallowed 0.00%
Federal Marginal Income Tax Rate 38.60%
Cost of Funds
2.00% 2.50% 3.00% 3.50% 4.00% 4.50% 5.00% 5.50% 6.00% 6.50% 7.00% 7.50% 8.00% 8.50% 9.00%
Municipal Bond Rate
3.00% 4.89% 4.89% 4.89% 4.89% 4.89% 4.89% 4.89% 4.89% 4.89% 4.89% 4.89% 4.89% 4.89% 4.89% 4.89% 3.25% 5.29% 5.29% 5.29% 5.29% 5.29% 5.29% 5.29% 5.29% 5.29% 5.29% 5.29% 5.29% 5.29% 5.29% 5.29% 3.50% 5.70% 5.70% 5.70% 5.70% 5.70% 5.70% 5.70% 5.70% 5.70% 5.70% 5.70% 5.70% 5.70% 5.70% 5.70% 3.75% 6.11% 6.11% 6.11% 6.11% 6.11% 6.11% 6.11% 6.11% 6.11% 6.11% 6.11% 6.11% 6.11% 6.11% 6.11% 4.00% 6.51% 6.51% 6.51% 6.51% 6.51% 6.51% 6.51% 6.51% 6.51% 6.51% 6.51% 6.51% 6.51% 6.51% 6.51% 4.25% 6.92% 6.92% 6.92% 6.92% 6.92% 6.92% 6.92% 6.92% 6.92% 6.92% 6.92% 6.92% 6.92% 6.92% 6.92% 4.50% 7.33% 7.33% 7.33% 7.33% 7.33% 7.33% 7.33% 7.33% 7.33% 7.33% 7.33% 7.33% 7.33% 7.33% 7.33% 4.75% 7.74% 7.74% 7.74% 7.74% 7.74% 7.74% 7.74% 7.74% 7.74% 7.74% 7.74% 7.74% 7.74% 7.74% 7.74% 5.00% 8.14% 8.14% 8.14% 8.14% 8.14% 8.14% 8.14% 8.14% 8.14% 8.14% 8.14% 8.14% 8.14% 8.14% 8.14% 5.25% 8.55% 8.55% 8.55% 8.55% 8.55% 8.55% 8.55% 8.55% 8.55% 8.55% 8.55% 8.55% 8.55% 8.55% 8.55% 5.50% 8.96% 8.96% 8.96% 8.96% 8.96% 8.96% 8.96% 8.96% 8.96% 8.96% 8.96% 8.96% 8.96% 8.96% 8.96% 5.75% 9.36% 9.36% 9.36% 9.36% 9.36% 9.36% 9.36% 9.36% 9.36% 9.36% 9.36% 9.36% 9.36% 9.36% 9.36% 6.00% 9.77% 9.77% 9.77% 9.77% 9.77% 9.77% 9.77% 9.77% 9.77% 9.77% 9.77% 9.77% 9.77% 9.77% 9.77% 6.25% 10.18% 10.18% 10.18% 10.18% 10.18% 10.18% 10.18% 10.18% 10.18% 10.18% 10.18% 10.18% 10.18% 10.18% 10.18% 6.50% 10.59% 10.59% 10.59% 10.59% 10.59% 10.59% 10.59% 10.59% 10.59% 10.59% 10.59% 10.59% 10.59% 10.59% 10.59% 6.75% 10.99% 10.99% 10.99% 10.99% 10.99% 10.99% 10.99% 10.99% 10.99% 10.99% 10.99% 10.99% 10.99% 10.99% 10.99% 7.00% 11.40% 11.40% 11.40% 11.40% 11.40% 11.40% 11.40% 11.40% 11.40% 11.40% 11.40% 11.40% 11.40% 11.40% 11.40% 7.25% 11.81% 11.81% 11.81% 11.81% 11.81% 11.81% 11.81% 11.81% 11.81% 11.81% 11.81% 11.81% 11.81% 11.81% 11.81% 7.50% 12.21% 12.21% 12.21% 12.21% 12.21% 12.21% 12.21% 12.21% 12.21% 12.21% 12.21% 12.21% 12.21% 12.21% 12.21% 7.75% 12.62% 12.62% 12.62% 12.62% 12.62% 12.62% 12.62% 12.62% 12.62% 12.62% 12.62% 12.62% 12.62% 12.62% 12.62% 8.00% 13.03% 13.03% 13.03% 13.03% 13.03% 13.03% 13.03% 13.03% 13.03% 13.03% 13.03% 13.03% 13.03% 13.03% 13.03% 8.25% 13.44% 13.44% 13.44% 13.44% 13.44% 13.44% 13.44% 13.44% 13.44% 13.44% 13.44% 13.44% 13.44% 13.44% 13.44% 8.50% 13.84% 13.84% 13.84% 13.84% 13.84% 13.84% 13.84% 13.84% 13.84% 13.84% 13.84% 13.84% 13.84% 13.84% 13.84% 8.75% 14.25% 14.25% 14.25% 14.25% 14.25% 14.25% 14.25% 14.25% 14.25% 14.25% 14.25% 14.25% 14.25% 14.25% 14.25% 9.00% 14.66% 14.66% 14.66% 14.66% 14.66% 14.66% 14.66% 14.66% 14.66% 14.66% 14.66% 14.66% 14.66% 14.66% 14.66%
Note: The table of taxable equivalent yields shown above is for commercial banks. This table assumes that the bonds constitute qualified tax-exempt bonds which are no longer subject to the 20% interest expense disallowance.
A 38.6% marginal Federal tax rate is assumed to be in effect over the life of the bonds.
Cost of funds is total annual interest expense as a percentage of total average assets.
The information is not guaranteed but is believed to be accurate within the above limitations.