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Lakeland, FL Accounting Firm | Investment Strategies Page | Kathleen Accounting & Tax Service
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Investment Strategies

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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



Financial GuidesInvestment 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



Frequently Asked QuestionsInvestment 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



Financial CalculatorsHow 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

Kathleen Accounting & Tax Service 3703 Publix Rd. Lakeland, FL  33810
Phone: (863)944-0408 | steve@katax.com
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