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Top 9 Tax Free Investments, from Anderson Advisors

Updated: Dec 12, 2019

The Top 9 Tax-Free Investments Everybody Should Consider so that you can save on your taxes.


Todays post comes from our friends at Anderson Advisors https://andersonadvisors.com


It’s no fun to pay taxes. With the right investment strategies, you can significantly minimize your tax liabilities. There are several investment options available, each with their own unique set of benefits and advantages. Let’s look at some of the top tax-free investments that let you keep the money you earn.


Top 9 Tax-Free Investments


401(k)/403(b) Employer-Sponsored Retirement PlanTraditional IRA/Roth IRAHealth Savings Account (HSA)Municipal BondsTax-free Exchange Traded Funds (ETF)529 Education FundU.S. Series I Savings BondCharitable Donations/Gifting1031 ExchangesBonus: Indexed Universal Life Insurance

Choosing the right tax-free investments depends on your current financial situation and retirement goals. It’s important to keep in mind that income levels will limit some of these investment options. Other investments may trigger AMT taxation. Each investment should be carefully analyzed and considered for your financial needs. You may benefit from the advice of a certified accountant or financial planner before implementing these potential investment strategies.


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