Avani Ramnani Quoted By CNBC on Tax Free Income and Retirement Planning
By: Francis Financial
July 19, 2021
Avani Ramnani, managing director at Francis Financial, was quoted in a CNBC article on generating tax-free income in retirement. Ramnani shares her Certified Financial Planning advice in the personal finance column, explaining “To generate, on a regular basis, tax-free income over a long period of time, you have to put a lot of planning in place.”
The article goes on to examine a variety of techniques that can be used to generate tax-free income in retirement, noting that “you may need to employ a combination of strategies to reach the amount of tax-free income you’re aiming for” including Roth accounts, health savings accounts, municipal bonds, long-term capital gains, life insurance, social security, alimony, plus more.