💡 The 4 Best Investments for Minimizing or Avoiding Taxes

25/10/2025 12 min Temporada 2025 Episodio 1025
💡 The 4 Best Investments for Minimizing or Avoiding Taxes

Listen "💡 The 4 Best Investments for Minimizing or Avoiding Taxes"

Episode Synopsis

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

More episodes of the podcast Planning Matters Radio