Saturday, February 24, 2024

Tax Free investment

  • Tax-Free Long-Term Capital Gains (below certain income threshold, up to 20% tax rate)
  • Tax-Free Municipal Bonds (e.g. VTEAX)
  • Tax-Free Treasury Securities (e.g. Bills/Notes/Bonds)
  • Tax-Free Roth IRA (after tax contribution)
  • Tax-Free Roth 401K (after tax contribution)
  • Tax-Free Life Insurance (IUL - loan with interest rates)
  • Tax-Free HSA (triple tax benefits) 
  • Real Estate Can Be Tax-Free (Deprecations non-cash expense)
  • Tax-Free Business (if expense is more than income)


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