Explore tax free

Safe, tax-free income storage that can also be borrowed against for real estate deals; war chest preservation

"I'm mostly in tax-free muni bonds. That's where I like to be because it's safe and I can borrow against it and it's tax-free. All the interest on that 5% tax-free is really like 8 or 9% to me. I'm a big believer in muni bond funds and muni bonds because I l..."

Ben Mallah

Reinvesting real estate sale proceeds

"I bought a tax-free muni bond. So this is real estate that I just sold in LA and I did the calculation that I earn a little more in a tax-free muni bond than in the property... So now I make more money tax-free without any of the hassle of real estate."

Graham Stephan

Generating reliable tax-free income after reaching financial independence ($30M target)

"You get 30 million, you put it in tax-free bonds. Even in the Great Depression, less than 1% of the tax-free bonds defaulted. The magic number is house paid off, no consumer debt, 30 million tax-free bonds — $1.2 million a year, $100,000 a month tax-free."

John Morgan