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Tax Strategies: Are Municipal Bonds Really a Good Idea?

Posted by Larry Jones on May 2, 2019 9:30:00 AM

Everybody "knows" that folks in high tax brackets should hold municipal bonds in ther portfolio. Right?

I've seldom met a holder of municipal bonds who weren't extremely proud of their accomplishment. After all, they're getting growth at the expense of Uncle Sam. That just has to be good.

But the truth is that muni's may actually create more tax problems than they solve. Other tax strategies might work better.

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Topics: Tax Strategies

Tax Reduction - Should I Move My Regular IRA to a Roth?

Posted by Larry Jones on Apr 30, 2019 9:30:00 AM

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Topics: Tax Strategies

Tax Strategies - Are Municipal Bonds Really a Good Idea?

Posted by Larry Jones on May 1, 2018 9:30:00 AM

Everybody "knows" that folks in high tax brackets should hold municipal bonds in ther portfolio. Right?

I've seldom met a holder of municipal bonds who weren't extremely proud of their accomplishment. After all, they're getting growth at the expense of Uncle Sam. That just has to be good.

But the truth is that muni's may actually create more tax problems than they solve. Other tax strategies might work better.

Read More

Topics: Tax Strategies

Tax Reduction - Should I Convert My Regular IRA to a Roth?

Posted by Larry Jones on Apr 26, 2018 9:30:00 AM

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Topics: Tax Strategies

Tax Strategies: Are Municipal Bonds Really a Good Idea?

Posted by Larry Jones on May 4, 2017 9:30:00 AM

Everybody "knows" that folks in high tax brackets should hold municipal bonds in ther portfolio. Right?

I've seldom met a holder of municipal bonds who weren't extremely proud of their accomplishment. After all, they're getting growth at the expense of Uncle Sam. That just has to be good.

But the truth is that muni's may actually create more tax problems than they solve. Other tax strategies might work better.

Read More

Topics: Tax Strategies

Tax Reduction: Should I Convert My Regular IRA to a Roth?

Posted by Larry Jones on May 2, 2017 9:30:00 AM

Read More

Topics: Tax Strategies

Tax Strategies: Are Municipal Bonds Really a Good Deal?

Posted by Larry Jones on May 5, 2016 6:38:00 PM

Everybody "knows" that folks in high tax brackets should hold municipal bonds in ther portfolio. Right?

I've seldom met a holder of municipal bonds who weren't extremely proud of their accomplishment. After all, they're getting growth at the expense of Uncle Sam. That just has to be good.

But the truth is that muni's may actually create more tax problems than they solve. Other tax strategies might work better.

Read More

Topics: Tax Strategies

Tax Reduction: Should I Convert My IRA to a Roth?

Posted by Larry Jones on May 3, 2016 2:30:00 PM

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Topics: Tax Strategies

What you don't know can hurt you!

As a fiduciary I am required to always act in your best interests, and as a professional planner, it's my job to be familiar with all types of possible solutions and financial vehicles. In short, I have no interest in selling any particular product or any affiliation with a particular company. I work for my clients.

Are you:

  • concerned that your tax bill is too high?
  • tired of watching your nest egg decline by significant amounts every 5-7 years?
  • wishing you could find more free time?
  • looking for ways to help protect yourself against litigation that could destroy all you have worked for?
  • worried that Uncle Sam is going to enjoy your retirement more than you are?

If any of the above describes you and you'd like to get a question answered then just click the button below and we'll be in touch.

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