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Wealth Accumulation Strategies

Wealth Accumulation Strategies


 
Click on any of the reports listed below to find practical, unbiased information to help you build and maintain your wealth.

Tax Saving Strategies For Investors
Two creative and practical ways to be smarter with investments...The first this article explains is how to get more out of investment interest expenses. The second is how to deal with worthless stock by writing it off as a loss, then keeping it!

Swap Tactic That Lets You Defer Capital Gains Tax
"Like-Kind Exchange" can apply to many kinds of real estate trade-ups. Section 1031 is valuable to those involved in trading and can also be very tricky (and costly) if not carefully executed. This article is an interesting introduction to section 1031 and highlights many of its advantages along with some important planning tips.

Credit Card Payoff Calculator
Find the best repayment options to pay off your credit card balance.

 

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Alan Spencer, CPA/PFS, CFP
 1255 West 15th Street, #810
 Plano, TX 75075
 Phone: (972)943-0600

 
 

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