TFS Briefs
TAX FREE STRATEGIES BRIEFS
Please download our current Tax Briefs regarding Retirement and Investment Strategies. All are written by Dave Owens CPA, CES and distributed monthly.
If you would like to be on our monthly mailing list please email owens11@entrustfreedom.com to subscribe. Typically we will send the newsletter out the first of the month. We will only use your email for delivering this monthly newsletter.
Thank you.
Sample TFS Briefs
Current Topics (Click to Download)
- IRA Contribution & Benefits - January 2011 (394.9 KB .pdf)
- 1031 Real Estate Exchanges - February 2011 (50.5 KB .pdf)
- Prohibited Transactions and Disqualified Persons - February 2011 (50.5 KB .pdf)
- Required Minimum Distributions - February 2011 (50.6 KB .pdf)
- Unrelated Business Income Tax - March 2011 (75.6 KB .pdf)
- Inherited IRA Rules - March 2011 (78.6 KB .pdf)
- The Magical Roth IRA - April 2011 (67.3 KB .pdf)
- Buying Real Estate in your IRA Account? - April 2011 (66.0 KB .pdf)
- Individual 401(k) Plans - April 2011 (88.8 KB .pdf)
- How to choose an IRA Beneficiary - May 2011 (78.1 KB .pdf)
- The Stretch IRA - May 2011 (76.4 KB .pdf)
- Saving for Retirement with TED (82.9 KB .pdf)
- Investing in Private Placements with an IRA - June 2011 (79.1 KB .pdf)
- Investing in Gold in your IRA - August 2011 (67.2 KB .pdf)
Free Ebook on Real Estate IRAs
Click Here to download our free Ebook on Real Estate IRAs - www.daveowens.com
________________________________________________________________________________
PRESS RELEASE – FEBRUARY 15, 2011.
Dave Owens, CPA, CES is proud to announce his newest publication TFS Briefs. The Briefs focus on current news and technical topics that will help investors save money by thinking outside the box in their investment approach. These Briefs can be used by investors or professional including accountants, attorneys, financial planners and realtors. The first four Briefs have been posted on web and included Prohibited transaction, Required Minimum Distributions, IRA Contributions 2011 and 1031 Exchanges.
TFS brief are written to help understand important topics used by individuals interested in understanding and taking control of their financial situation. Going forward TFS briefs will be written monthly and disseminated to subscribers. To subscribe to TFS Briefs please go to the website. TFS Briefs can be found at www.tfsBriefs.com.