December Newsletter 2019

December 1st, 2019
James Carroll, CPA L.L.C.

James Carroll, CPA
Member
109 Church Road
Owings Mills, MD 21117
410-356-3479
carrollj@jamescarroll-cpa.com
www.carrollj@jamescarroll-cpa.com
James Carroll, CPA L.L.C.
Planning Your Financial Future December 2019
Wishing all a Happy Thanksgiving. May you enjoy your time with family and friends.
How to Give Like a Billionaire When You Don’t Have Billions to Give
Since Bill and Melinda Gates and Warren Buffett created the Giving Pledge in 2010, more than 200 of the world’s wealthiest individuals and couples have committed to giving the majority of their wealth to philanthropic or charitable causes.
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Take This Quiz: The Social Security Retirement Earnings Test
Can you work and receive Social Security retirement benefits at the same time? Yes, but the Social Security Administration (SSA) will apply an earnings test.
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For College Savings, 529 Plans Are Hard to Beat
529 plans are a unique college savings vehicle, so it’s no surprise why total assets in 529 plans have grown steadily since their creation over 20 years ago. Here is what makes these plans so unique.
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Should I sign up for an identity theft protection service?
If you want an extra layer of protection, an identity theft protection service is a good option.
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Protecting Yourself Against Identity Theft
There are steps you can take to protect yourself against identity theft.
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Refer a friend
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 2019.

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Categories: Blog
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