No one enjoys paying taxes, however your main goal shouldn't be to avoid taxes altogether, but rather to maximize the net-returns. The typical approach to maximizing an investor's tax free income has been to isolate the portfolio to municipal bonds in an investor's resident state.
However, limiting an investor's portfolio to their resident state municipals misses the mark of achieving their goal of maximizing their returns.
The good news is that there is a better way. In this free webinar, you'll hear from AWM Capital co-founders Brandon Averill, CFP®, CPWA®, CIPM and Erik Averill CFP®, CPWA®, CKA® on the following strategies: