#tax-efficient-income

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#municipal-bonds #active-etf #investment-grade-credit #etf-allocation #diversification #dividend-income
Retirement
from24/7 Wall St.
2 weeks ago

Wealthy Retirees Have A Special Loophole With A High Yield Municipal Bond ETF

Federally tax-exempt municipal bond income from JMUB provides tax-efficient monthly income, delivering higher after-tax purchasing power and diversified, investment-grade municipal exposure with moderate duration.
Retirement
from24/7 Wall St.
5 months ago

The Only 4 ETFs You Really Need: VOO, VYM, JEPI, and SOXX

Four ETFs—VOO, VYM, JEPI, and SOXX—can provide diversified, dividend-oriented, tax-efficient, and sector-focused exposure to build long-term wealth.
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