In this week’s State of the Market, Chief Income Strategist Marc Lichtenfeld reveals several ways you can earn income from your investments tax-free.
First, he discusses a type of asset generally offered by oil and gas pipeline companies.
This asset pays out tax-advantaged “distributions” instead of dividends. With it, you can theoretically earn tax-free income for years. And when you pass, your heirs won’t owe a dime.
Second, Marc discusses a type of bond that’s free from most taxes. You can currently earn as much as 3.2% on a one- or two-year bond, 3.5% on a five-year, and 4.5% on a 10-year.
Third, Marc reveals the smartest thing you can do to grow your money tax-deferred.
This is a must for anyone with access, but you’d be surprised at just how many people overlook such an easy way to grow and protect your money.
And on top of all that, Marc discusses a way to save for future tuition or healthcare costs while growing your money protected from taxes.
You’ve probably heard of at least one or two of these investments. But be careful…
Each of them comes with quirky rules you need to be aware of.
But, of course, Marc has you covered in this week’s episode!
Join Marc in this week’s State of the Market.
Good investing,
Rachel