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Personal Investments • Tax Strategy

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You nailed it. You could also consider series I bonds to expand your tax-deferred space, and it can be used tax-free for educational expenses.
There is an income limit, and he definitely exceeds it. But there may be opportunities in the future.

Statistics: Posted by toddthebod — Wed Mar 13, 2024 9:21 pm — Replies 2 — Views 89



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