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Financial Guides

Click on any of the report categories listed below to find practical, unbiased information to help you reach your financial goals.

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Investment Strategies

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

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

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

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

1302 W. Daughtery Rd

Lakeland, FL 33810

Phone: (863)858-1003

steve@katax.biz

3703 Publix Road, Lakeland, FL 33810

2202 N. Westshore Blvd., Suite 200

Tampa, FL 33607

steve@katax.biz

Kathleen Accounting & Tax Service 3703 Publix Rd. Lakeland, FL 33810
Phone: (863)858-1003 | Fax: (863)248-1564
steve@katax.biz

                
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