“The rule of thumb is brokerage money first, then retirement money or IRA money… then we let the Roth crock pot bake as long as it can because it’s tax-free.”
♫
Said on Retire Sooner with Wes Moss
“Municipal bonds… could be completely tax-free… probably want to have those outside of the IRA”
Amanda Kish · Motley Fool Hidden Gems Investing · Act Now to Lower Taxes for 2026
Play from 10:00
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What was described
Keep municipal bonds outside of IRA because they are already tax-free, and keep Treasuries (taxable federally) in a traditional IRA
Said nearby on the same subject
“Move the same holdings into a traditional IRA or 401k… that income compounds tax-deferred”
AK
Amanda Kish
Motley Fool Hidden Gems Investing ·
“You can just roll everything into a traditional IRA and let that grow ... simplify your life”
♫
Said on The Ramsey Show
“The municipal bond market in the US is I think four or five trillion.”
RW
Rob Wigglesworth
Better Offline ·
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