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John Dowding's avatar

I’d give an honorable mention to muni funds. Living in California, my Cal Muni fund currently pays over 3%, tax free.

James Baldwin's avatar

That's a great addition, particularly for those in high income tax states, if you invest in a fund within that state. Thanks for sharing.

Tig's avatar

Why haven’t I done this math before 🤦🏻‍♂️ so obvious now

AWM Financial Newsletter's avatar

Love this! For short-term cash savings, I like the Fidelity Cash Management Account, since the money is held in SPAXX by default and automatically sells it for you when you withdrawal!

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Dec 24
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James Baldwin's avatar

Absolutely. How are you liking Marcus so far?