Tax-free Investing

Tax-free Investing

It¡¯s Not What You Make, It¡¯s What You Keep

MKD-2104R-A-SL ? 2020 EDWARD D. JONES & CO, L.P. ALL RIGHTS RESERVED.



Member SIPC

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HOW CAN

I STAY ON

TRACK?

4

HOW DO

I GET

THERE?

1

?

WHERE

AM I

TODAY?

MY

FINANCIAL

NEEDS

2

WHERE

WOULD I

LIKE TO BE?

3

CAN

I GET

THERE?

MKD-2104R-A-SL ? 2020 EDWARD D. JONES & CO, L.P. ALL RIGHTS RESERVED.

2

Types of

Tax-advantaged Investments

Individual

bonds

Unit

investment

trusts

(UITs)

Traditional and

Roth IRAs

MKD-2104R-A-SL ? 2020 EDWARD D. JONES & CO, L.P. ALL RIGHTS RESERVED.

Mutual

funds

401(k) and

403(b)

Exchangetraded funds

(ETFs)

Life

insurance

3

Tax Exempt

Don¡¯t have to pay federal taxes on it

MKD-2104R-A-SL ? 2020 EDWARD D. JONES & CO, L.P. ALL RIGHTS RESERVED.

4

Muni Bonds

Benefit large,

community-based

projects

? Airports

? Schools

? Hospitals

? Public transportation

MKD-2104R-A-SL ? 2020 EDWARD D. JONES & CO, L.P. ALL RIGHTS RESERVED.

Benefits for

investors

? Free from federal

income tax and

potentially state tax

? Possibility of lower

taxes

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