Maximize Your Returns with Tax Exempt Securities
A strategic investment option for Raleigh investors looking to minimize tax liabilities.
Request ConsultationWhat is it?
Tax Exempt Securities are financial instruments that provide interest income free from federal income tax, and often state and local taxes as well. For Raleigh investors, these securities can be an effective way to preserve capital while generating income. Municipal bonds are a common type of tax-exempt security, appealing to those in higher tax brackets seeking to optimize their investment returns without incurring additional tax burdens.
Investing in these securities not only helps in tax savings but also supports local projects and initiatives, contributing to community development. Understanding the nuances of tax-exempt investments can empower investors to make informed decisions that align with their financial goals.
Quick Stats
Who it's for
Exit-Stage Business Owners
Preparing for a business exit and looking to minimize or defer capital gains tax.
Tech Employees with Equity
Navigating RSUs, stock options, and capital gains — tax timing is everything.
Real Estate Investors
Managing passive income, capital gains, and depreciation — always seeking more efficient structures.
Our Approach
Assess Your Tax Situation
Evaluate your current tax bracket and investment goals to determine suitability.
Research Available Securities
Look into various municipal bonds and their associated risks and benefits.
Consult with a Financial Advisor
Get professional advice to align tax-exempt investments with your overall strategy.
Monitor Your Investments
Regularly review the performance and tax implications of your tax-exempt securities.
What we can do
Investment Review Session
A strategic check-in to align your investments with your tax goals.
- 30-minute strategy session with a Fortress advisor
- Review of portfolio performance and risk
- Tax optimization insights
- Rebalancing recommendations
- Written summary with next steps
Credit Utilization Tax Benefit Report
Discover and capture valuable tax credits based on your business, family status, or investment activity.
- Eligibility check for federal and NC tax credits
- Summary of underutilized business credits
- Guidance on education, energy, and dependent credits
- Phaseout threshold warnings
- CPA-ready documentation list
- Claiming instructions and timing
Strategy Session: Gain Management Planning
Align gain deferral with your broader financial and business goals.
- 45-minute tax strategy call
- Portfolio & asset review
- Custom deferral roadmap
- Short-term and long-term options
- Action plan + timeline
Municipal Bond Selection Guide
earn how to evaluate, select, and monitor tax-exempt bonds.
- Bond rating system overview
- Revenue vs. general obligation bonds
- Duration and interest rate risk explained
- Diversification checklist
- Ongoing monitoring best practices
Why Fortress?
Fortress Financial Partners simplifies wealth management with a modern Family Office approach integrating investments, taxes, insurance, and estate planning all together under one roof.
Fiduciary Integrity
We operate with honesty, transparency, and ethical responsibility in every decision.
Expertise
Our team brings deep industry knowledge and strategic insights to guide your financial future.
Trust
Building lasting relationships through reliability, consistency, and client-focused service.
Client-First
Your goals drive our strategies, ensuring personalized solutions that align with your needs.
Growth
We focus on long-term financial success, helping you build wealth and security for the future.
More Strategies
FAQs
These are investments that provide income free from federal taxes, often including state and local taxes, making them attractive for investors.
Investors in higher tax brackets or those seeking stable income with tax advantages should consider tax-exempt securities.
Municipal bonds are the most common type, but there are also certain treasury securities that may qualify.
Like all investments, they carry risks such as interest rate risk and credit risk, which should be evaluated before investing.
They can be purchased through brokers, financial advisors, or directly from municipal issuers during bond offerings.
Yes, tax-exempt securities can be included in taxable and tax-advantaged accounts, but the tax benefits may vary.