Top 10 Tax Free Investments (Ultimate Guide by CPA)
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- čas přidán 4. 07. 2024
- Top 10 Tax Free Investments To Build TAX-FREE WEALTH by Sherman the CPA.
Learn how taxes can significantly impact your investment gains and how to structure investments to pay little to no taxes. From maximizing tax deductions to investing in municipal bonds and treasury securities, Sherman shares strategies for tax-free investing.
Why Tax-Free Investments: (0:00)
What Is A Tax-Free Investment?: (1:28)
Tax-Free Capital Gains: (3:01)
Investments You Do Not Sell: (4:12)
Tax-Free Municipal Bonds: (5:22)
Tax-Free Treasury Securities: (6:27)
Tax-Free Roth IRA: (7:39)
Tax-Free Roth 401K: (8:48)
Tax-Free Life Insurance: (9:35)
Tax-Free HSA: (10:27)
Real Estate Can Be Tax-Free: (11:29
Tax-Free Business?: (12:38)
Watch Next: These 7 Investments Will Reduce Taxes Immediately
Best guidance on CZcams. Thank you very much for sharing knowledge that we would otherwise have to pay top dollar to receive. Love your channel!
Thank you! I am happy to help and appreciate your words.
Undoubly I have to say your channel is amazing you share in a wise-easy undestanding a huge knowledge about taxes and bussines I just want to say Thank you so much I wish you the best you deserve it. I am studing to someday to be granted as CPA I have a degree in Accounting and Finance but from Cuba so I have a long way to get it yet.
Once Again Mr Thanks !!!!!
Great educational and well structured video. Thank you for sharing.
Thank you. This was very informational!
Thank you 🙏
Thank you my brotha!!
Thanks Sherman for this valuble and helpful information that most CZcams accountants dont even touch keep the nuggets and gems coming.
Great info. A answered prayer. Thanks much Sherman, CPA.
It is my pleasure. Thank you!
I would love a video on the life insurance method of investing!
📝 will make one soon. Be sure to subscribe
I am so happy I just found the information I have been looking for!!!!! I just subscribed. Please make a video about IUL🙏🏾🙏🏾
I just forwarded this video to my sis and said Eureka lol😂
So glad to find your channel B4 it grows beyond measure. You share some vitally important info most CPA’s won’t touch. I found your channel while studying to get licensed for life & health ins. in Arizona.
The IUL is the only tax free investment I’m aware of that’s indexed. Is that true?
Thank you! I hope you subscribe. Also, are referring to life insurance specifically? Ultimately depends on your definition of a “tax free investment”.
Hi, great video. I would be interested in you doing a indexed life insurance policy video. Thank you
Please do a video on the I.U.L.
Please correct my math if I am wrong... around minute 6:18 you ask, Would you rather invest in an asset that makes 7% but is taxed at 40% or an asset that makes 4% with a 0% tax. If we use simple math with $100, the first scenario would have a capital gain of $7 which would be taxed at 40% ($2.80), leaving a capital gain of $4.20. In the second scenario, the capital gain amounts to just $4.00. The first scenario still provides a higher capital gain which in investment numbers that are much larger than $100 can amount to a great deal of money. Am I missing something?
That IUL info would be nice..
IUL video please
Option B
I own a series I saving bonds, and 2 CD accounts, but the amount is very little.
Question on your #3 point, Municipal Bonds. If someone sells a long term real estate property and have a $1 million profit. If they place that total amount into a Municipal bond, it would waive all the capital gains tax?
I don't think so. You may want to look into investing into a "Qualified Opportunity Zone" or "Charitable Remainder Trust" to avoid taxes on something like this.
Please do a video on Index Universal Life Insurance policy
Noted, thanks for commenting.
Indexed fund please
Noted 📝
✅✅
Great video, but I have to say it made my eyes uncomfortable by zooming in and out suddenly and frequently, so I have to just listen to your video instead of watching it. Thank you for the information anyway.
Thanks. We will make adjustments going forward.
yikes! no life insurance investing!!!!!
🤣 some people swear by it. What’s your take?
Please do a video on the I.U.L. Indexed Universal Life Insurance Policy.
I know a lot of people who love IUL’s. I’m curious why you say no to LI investing.
Life insurance is not meant to be an investment, regardless of what life insurance salesmen say.