Tax-free Investing - Edward Jones

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?

1

WHERE AM I

TODAY?

MY

FINANCIAL

4

HOW DO I GET

THERE?

NEEDS

3

CAN I GET THERE?

?

2

WHERE WOULD I LIKE TO BE?

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)

Mutual funds

Exchangetraded funds

(ETFs)

Traditional and Roth IRAs

401(k) and 403(b)

Life insurance

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

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

Benefits for investors

? Free from federal income tax and potentially state tax

? Possibility of lower taxes

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

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