What is a Discount Bond? Legal Insights and Investor Benefits

Definition & Meaning

A discount bond is a type of bond that is sold for less than its face value, meaning the price you pay is lower than the amount you will receive at maturity. At the end of the bond's term, the issuer repays the full face value to the bondholder. This structure allows investors to benefit from capital gains, as the bond appreciates in value over time. Discount bonds typically have lower interest rates compared to other bonds, but they still provide a reliable return on investment when held to maturity.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: An investor purchases a discount bond with a face value of $1,000 for $800. At maturity, the investor receives the full $1,000, resulting in a profit of $200.

Example 2: A company issues a discount bond with a face value of $5,000, sold for $4,500. Investors benefit from the appreciation as the bond matures at its face value. (hypothetical example)

State-by-state differences

Examples of state differences (not exhaustive):

State Key Differences
California Specific tax implications for discount bonds may apply.
New York Regulations on the sale of discount bonds may differ.
Texas State laws may affect the treatment of capital gains.

This is not a complete list. State laws vary and users should consult local rules for specific guidance.

Comparison with related terms

Term Definition Key Differences
Premium Bond A bond sold for more than its face value. Unlike discount bonds, premium bonds provide lower capital appreciation.
Zero-Coupon Bond A bond that does not pay periodic interest. Discount bonds may pay interest, while zero-coupon bonds do not.

What to do if this term applies to you

If you are considering investing in discount bonds, evaluate your financial goals and risk tolerance. It may be beneficial to consult with a financial advisor to understand how these investments fit into your portfolio. Additionally, you can explore US Legal Forms' templates for relevant legal documents to assist with your investment decisions. If your situation is complex, seeking professional legal help is advisable.

Quick facts

  • Typical purchase price: Below face value.
  • Maturity value: Equal to face value.
  • Interest rates: Generally lower than other bonds.
  • Potential gains: Capital appreciation upon maturity.

Key takeaways

Frequently asked questions

A discount bond is a bond sold for less than its face value, maturing at the full face value.