Planning Matters Radio

💡 The 4 Best Investments for Minimizing or Avoiding Taxes


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Did you know some investments can generate income without triggering a big tax bill? From municipal bonds to tax-advantaged accounts, there are several smart ways to keep more of what you earn. In this interview, Peter with Richon Planning and Erin Kennedy walk through: Municipal Bonds — why their interest is federally tax-free Tax-Exempt Money Market Funds — and how they work Series I & EE Bonds — interest that's free from state and local taxes Treasury Bills — federal tax applies, but no state or local taxes
  • And Why a Roth IRA might provide the biggest tax advantage of all
Investing isn't just about growth, it's about keeping more in your pocket. If you'd like to learn how to pay less to Uncle Sam (while still following the law!), give Peter a call at (919) 300-5886 or visit www.RichonPlanning.com
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Planning Matters RadioBy Richon Planning

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