Tax Avoidance

Tax Avoidance is legal. Which strategies are common to avoid taxes?

Tax harvesting and exchange funds are seemingly strategies to defer the tax.

Tax-free munis would be one example. Favoring assets that appreciate would be another (assuming that cap gains rates are favored). Lastly, Roth IRAs (called something else in the book).

anything legal to reduce taxes (trusts, TDA’s, TEA’s, etc) is applicable to tax avoidance. There are literally a never-ending number of strategies. Tax avoidance is not only legal, it’s expected by the PM.