Tax-Free Strategies You Should Know Before the New Year
About This Webinar
A simplified overview of four ways to create income you may not have to pay taxes
on. Presented by C. Aaron Durden, MBA, CFP®, CDFA®, BFA™, Founder, FourWord Financial
In this webinar, you’ll learn:
- Municipal Bonds
Bonds from cities and states that pay interest free of federal income
tax and possibly state income tax
- Roth Accounts
Retirement accounts you fund with money you already paid tax on
- Life Insurance: Cash Values
Life insurance that lasts your whole life and builds savings over time
- Life Insurance: Death Benefits
Money your beneficiaries gets from your policy, free of income tax
- Your questions, answered
Live Q&A at the end of the session
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