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Wealth Accumulation Strategies

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

Swap Tactic That Lets You Defer Capital Gains Tax
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)
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.
Credit Card Payoff Calculator
Credit Card Payoff Calculator
Find the best repayment options to pay off your credit card balance.
   

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Summer Associates Tax Services

48 Union St, #1C,
Stamford, CT 06906
T: (203)327-4311
F: (203)327-4312
E: keith@summertax.com

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