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Municipal Bonds: Demystifying Tax-Free Income With Gregory Torretti
Manage episode 419514536 series 2828666
Welcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen!
Ever dreamt of tax-free income? This episode dives deep into the world of municipal investing with Gregory Torretti from American Century Investments. We crack open the secrets of municipal bonds, explore their tax advantages, and discover how they can fit into your investment strategy, especially if you live in a high-tax state. Gregory also unpacks the impact of the current economic climate, interest rates, and even Federal Reserve policies on municipal bonds. Feeling overwhelmed by investment options? We discuss the pros and cons of individual bonds versus mutual funds and ETFs, and explore how working with an investment advisor can boost your returns and save you time. So, buckle up and get ready to unlock the power of municipal bonds for a more secure financial future!
Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment
Visit Us: https://prosperityfinancialgroup.com
We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.
At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.
Get started: https://prosperityfinancialgroup.com/book-your-appointment
68 епізодів
Manage episode 419514536 series 2828666
Welcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen!
Ever dreamt of tax-free income? This episode dives deep into the world of municipal investing with Gregory Torretti from American Century Investments. We crack open the secrets of municipal bonds, explore their tax advantages, and discover how they can fit into your investment strategy, especially if you live in a high-tax state. Gregory also unpacks the impact of the current economic climate, interest rates, and even Federal Reserve policies on municipal bonds. Feeling overwhelmed by investment options? We discuss the pros and cons of individual bonds versus mutual funds and ETFs, and explore how working with an investment advisor can boost your returns and save you time. So, buckle up and get ready to unlock the power of municipal bonds for a more secure financial future!
Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment
Visit Us: https://prosperityfinancialgroup.com
We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.
At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.
Get started: https://prosperityfinancialgroup.com/book-your-appointment
68 епізодів
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