Monday, July 3, 2023

Tax-Efficient Investing?

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AN OXFORD CLUB PUBLICATION

 
Wealthy Retirement

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State of the Market
 

Tomorrow is Independence Day, and what's more American than trying to keep Uncle Sam's grubby hands off your money?

One of the most common questions that Chief Income Strategist Marc Lichtenfeld gets is about how to structure investments in order to save on taxes.

So the latest State of the Market is devoted to the fascinating world of tax efficiency.

While freedom isn't free, it also shouldn't cost you one penny more than you legally owe. Use these strategies to hang on to more of your hard-earned money.

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Dividend Safety Grade

Is this 8.5% yield sustainable? Well... it depends on how you look at it.

When it comes to the regular dividend, it's fairly safe.

But when you consider all of the dividends paid, it's not quite as pretty a picture...

Should you put your faith - and your money - in this company?

FIND OUT HERE
The Value Meter
 

This oil company is growing its production output...

Increasing its free cash flow...

And sporting a 6% yield.

So if oil prices go higher, then this company should do very well.

With this company's nearly double-digit growth and free cash flow, shareholders can have their cake and eat it too.

REVEAL THIS DELICIOUS VALUE

"Marc has opened my eyes to the benefits of investing in value stocks. I've bought several of his recommendations." - Wealthy Retirement Reader B.

Have an experience that you'd like to share with the team at Wealthy Retirement? Click here to send us a message.

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Crazy Phenomenon Is CRUSHING Retail Stocks

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If you own Target, Walmart, Best Buy, Rite Aid or any other retail stock, you need to watch this right away.

It's killing your stocks, and you need to make some changes.

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THE AI STOCKS MOST LIKELY TO SURVIVE THE BUBBLE

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