Tax Insight pp 93-109 | Cite as

Tax-Free Investment Income

Municipal Bonds, Roth Accounts, Your Residence, and Food
  • M. Casey Murdock


Very few sources of income are not taxed. In fact, I can’t think of one that is never taxed. However, some sources of income can be tax-free, as long as you follow all of the rules. Depending on your marginal tax bracket, this tax-free treatment of certain income sources can equate to a significant increase in the true value of that income, in comparison to income from other sources.


Mutual Fund Mutual Fund Manager Municipal Bond Social Security Income Adjust Gross Income 
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Copyright information

© M. Casey Murdock 2013

Authors and Affiliations

  • M. Casey Murdock
    • 1
  1. 1.CAUS

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