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2015 Financial Literacy Tour

The 2015 Financial Literacy Tour, and book readings of "Treasures in the Winter Vault," uses the power of a children’s fable, live rock concerts, and personal stories, to teach and inspire young people about the importance of being better citizens, better stewards of their wealth, and help them make better decisions as they become young adults.

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* Views expressed are not necessarily those of Raymond James & Associates and are subject to change without notice. Information contained herein was received from sources believed to be reliable, but accuracy is not guaranteed. Information provided is general in nature, and is not a complete statement of all information necessary for making an investment decision. Past performance is not indicative of future results. There is no assurance these trends will continue or that forecasts mentioned will occur. Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success Changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of Raymond James & Associates we are not qualified to render advice on tax or legal matters. Raymond James is not affiliated with and does not endorse the opinions or services of Alan Soltman, Melis, Soltman, Green & Associates, Steve Dudash, IHT Wealth Management, Chad Smith, or HD Vest. When selling the first property and receiving the cash proceeds, you could incur a capital gains tax on the sale proceeds, this is typically avoided with the use of an intermediary. Generally, in order to avoid paying any taxes upon the sale of the property, the IRS requires the net market value and equity of the property purchased must be the same as, or greater than the property sold. Otherwise, you will not be able to defer all of the tax. Typically, you can carry out a partial 1031 exchange, in which the new property is of lesser value, but this will not be 100% tax free. The difference is referred to as the “Boot,” which is the amount you will have to pay capital gains taxes on. This option is often used when a seller wants to make some cash, and is willing to pay some taxes to do so.

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“Is there anyone so wise as to learn by the experience of others?”

– VOLTAIRE