Category: Investment Strategy

Roth vs. Traditional IRA – Which Retirement Plan is Best for You?

Published on: January 3, 2023 By: Oozle Media

Are you looking to start an IRA? An individual retirement account offers self-employed people the option to save for retirement and on their taxes. Learn more about the difference between a Roth and Traditional IRA to determine which retirement plan is right for you and your future.

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Defer Capital Gains using Like-Kind Exchanges

Published on: September 1, 2015 By: Oozle Media

If you’re a savvy investor, you probably know that you must generally report as income any mutual fund distributions whether you reinvest them or exchange shares in one fund for shares of another. In other words, you must report and pay any capital gains tax owed. But if real estate’s your game, did you know…

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