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U.S. GDP has grown steadily since a drop into negative territory in early 2022.

Do You Have These Key Estate Planning Documents?

Here are some key estate planning documents you should know about.

A New Year, A New Opportunity to Save with a 529 Plan

529 plans are the most flexible they’ve ever been since their creation more than 25 years ago.

Don’t Forget About Credit When Planning for Retirement

Retirement could last many years, and your need for credit doesn’t necessarily disappear on your last day of work.

Member

James Carroll, CPA L.L.C.

109 Church Road

Owings Mills, MD 21117

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.

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