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Click on any of the reports listed below to find practical, unbiased information
to help you build and maintain your wealth.
Financial Planning Checklist
Once you've finished with your year-end filing and your return is on its way to the
IRS, take a minute to consider these questions concerning short and long-term financial goals, IRAs, Keoghs, employee
benefits, your children(s)' education, emergency funds and many others. These planning techniques can help you decide
if the money you have left over is really left over money!
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!
The Secret Of Creating Wealth
A smart and quick review of George S. Clason's book, The Richest Man In Babylon. A
true secret of building wealth is revealed.
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.
Changing Jobs? Don't Forget Your 401(k)
A simple misstep in your approach on how to handle your 401(k) savings can easily
kill half of what you've saved! A simple rollover might be one of the easier, and more financially rewarding, ways to
handle this situation. This article explains this in greater detail with a very powerful example of how penalties and
taxes can really hurt your plan if not handled correctly.
Savings After Inflation and Taxes Calculator
Use this interactive calculator to determine how much your
savings will be worth with these two important variables in mind.
Interactive Retirement Planning Calculator
Do you know what it will take to create a secure retirement? Use this interactive
problem solver to help you create your retirement plan.
Credit Card Payoff Calculator
Find the best repayment options to pay off your credit card balance.
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Blocktax Accounting
830 NE 18 St
Fort Lauderdale, FL, 33305
Phone: (954)763-8326
mblock@blocktax.com
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