Stop Paying Federal and State Tax on Investment Income
Understanding the basics of tax-free investments in your portfolio to maximize your retirement income.
Please join us for a special wine and cheese workshop designed especially for retirees and soon-to-be retirees, hosted by Steven Weber, Registered Investment Advisor with the Bedminster Group.
You will learn:
- Comparing the benefits of taxable & tax-free bonds
- Safety of tax-free investments
- Bonds, bond funds, & ETFs
- Special advantages for South Carolina residents
- How to buy municipal tax-free bonds
- Minimize taxes on investment income