Savvy investors with lazy cash on the sidelines are attracted to tax exempt bond ladders. Why? Simple, really: Higher safe returns, the safety of highly rated bonds, and custom tailored maturity dates–all with tax exempt cash flow and accumulation. Today, Steve interviews Certified Financial Planner Matt Zuccaro who spent 25 years with Schwab and is now part of the IQ Wealth Fullerton Financial team. Learn which types of bonds Matt uses to build high grade ladders. MASTERING MONEY is on the air!!!
