Planning Matters Radio
Planning Matters Radio
Richon Planning
šŸ’” The 4 Best Investments for Minimizing or Avoiding Taxes
12 minutes Posted Oct 25, 2025 at 1:00 pm.
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Did you know some investments can generate incomeĀ without triggering a bigĀ taxĀ bill? From municipal bonds toĀ tax-advantaged accounts, there are several smart ways to keep more of what you earn.
In this interview, Peter with Richon Planning and Erin Kennedy walk through:
āœ…Ā Municipal Bonds — why their interest is federallyĀ tax-free
āœ…Ā Tax-Exempt Money Market Funds — and how they work
āœ…Ā Series I & EE Bonds — interest that's free from state and localĀ taxes
āœ…Ā Treasury Bills — federalĀ taxĀ applies, but no state or localĀ taxes
  • And Why a Roth IRA might provide the biggestĀ taxĀ advantage of all
Investing isn't just about growth, it's about keeping more in your pocket. If you'd like to learn how to pay less to Uncle Sam (while still following the law!), give Peter a call at (919) 300-5886 or visit www.RichonPlanning.com