August 2023 Newsletter

James Carroll's Profile Picture James Carroll, CPA

James Carroll, CPA L.L.C.
Company Logo

James Carroll, CPA L.L.C.

Planning Your Financial Future


If you are going on vacation, request your neighbors to keep an eye on your house, and have a family member collect your mail. Finally, enjoy yourself!

Saving for Retirement Health-Care Costs

It’s no secret that health care is expensive, but you might be surprised by the savings needed to pay for health care during retirement.

Take a look

Put Your Money Where Your Values Are

Why you should know your “why” when it comes to money management.

Take a look

Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

The SECURE 2.0 Act offers a new 529 plan-to-Roth IRA rollover and help for employees with student loans starting in 2024.

Take a look

Leave a Lasting Gift with an Ethical Will

An ethical will can help you tell your personal story and communicate your beliefs and life lessons to your family, friends, or community.

Take a look

James Carroll's Profile Picture

James Carroll, CPA
James Carroll, CPA L.L.C.
109 Church Road
Owings Mills, MD 21117
Company Logo
Any federal tax advice in this communication (including any attachments, enclosures, or other accompanying materials) was not intended or written to be used, and it cannot be used, by any taxpayer for the purposes of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.

Prepared by Broadridge Advisor Solutions Copyright 2023.

To opt-out of future emails, please click here.

This entry was posted on Friday, July 28th, 2023 at 1:55 pm. Both comments and pings are currently closed.

Comments are closed.