Investment Strategies

Why leave your money sitting in a bank account earning for other people when you can put it to work for yourself? This section is dedicated to tested and proven investment strategies and concepts.

Financial Guides

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Investment Basics: What You Should Know Asset Allocation: How To Diversify For Maximum Return Buying On Margin: How It Works and What To Watch Out For Financial Planning Checklist Investment Clubs: What You Need To Know Swap Tactic Lets You Defer Capital Gains Tax Changing Jobs? Don't Forget Your 401(k) How Brokers Execute Trades: What Every Investor Should Know Investing In Mutual Funds: The Time-Tested Guidelines Mutual Fund Taxation: How To Cut The Tax Bite Penny Stocks: How To Investigate Them and Avoid the Traps Annuities: How They Work and When You Should Use Them 10 Retirement Saving Tips Your Retirement Plan: How To Get Started Roth IRAs: How They Work and How To Use Them

Frequently Asked Questions

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Investment Options: Frequently Asked Questions Mutual Funds: Frequently Asked Questions Stocks: Frequently Asked Questions Bonds: Frequently Asked Questions Annuities: Frequently Asked Questions Retirement Assets: Frequently Asked Questions Developing a Financial Plan: Frequently Asked Questions IRAs: Frequently Asked Questions Traditional vs Roth IRAs: Frequently Asked Questions

Financial Calculators

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How Much Will I Need To Save For Retirement? How Much Can I Contribute To An IRA? Should I Convert To A Roth IRA? What Is My Projected Required Minimum Distribution? How Do Taxes and Inflation Impact My Investment Return? When Should I Begin Saving For Retirement? Becoming A Millionaire

Steve Odem, IRS Enrolled Agent, IRS Certifying Acceptance Agent, Australian Tax Agent, Tampa and Lakeland, FL

Main office

Kathleen Accounting & Tax Services, LLC

3703 Publix Road

Lakeland, FL  33810

Phone: (863)944-0408

steve@katax.com

Executive 2202 N. Westshore Blvd., Suite 200

Tampa, FL  33607

steve@katax.com