The Cash Optimization Guide

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This guide is for:

  • High-tax-bracket earners
  • Cash-heavy business owners
  • Savers in high-tax states (NY, CA, etc.)

And covers strategies like:

  • Maximizes tax-equivalent yield automatically
  • Scans & reallocates daily to the best fund
  • Targets federal + state tax-free income when eligible

Plus more!


Enter your email address to download our 17-page e-book with everything you need to know about money market funds