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Summary
In this episode, Dave Zaegel discusses the benefits of municipal bonds, particularly their tax advantages for retirement planning. He explains how municipal bonds are issued by state and local governments, the tax exemptions they offer, and the importance of considering one's tax bracket when investing. The conversation also touches on the quality of bonds and the risks associated with them, emphasizing the need for high-quality investments in retirement.
By Dave Zaegel, CPA, CFP4.8
66 ratings
Summary
In this episode, Dave Zaegel discusses the benefits of municipal bonds, particularly their tax advantages for retirement planning. He explains how municipal bonds are issued by state and local governments, the tax exemptions they offer, and the importance of considering one's tax bracket when investing. The conversation also touches on the quality of bonds and the risks associated with them, emphasizing the need for high-quality investments in retirement.