January 2024 Newsletter

James Carroll's Profile Picture James Carroll, CPA

James Carroll, CPA L.L.C.
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James Carroll, CPA L.L.C.

Planning Your Financial Future


As we end 2023 and begin 2024, I pray you and your family remain safe during the new year. Take care.

Economy Staying Strong

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

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Do You Have These Key Estate Planning Documents?

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

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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.

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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.

Take a look

James Carroll's Profile Picture

James Carroll, CPA
James Carroll, CPA L.L.C.
109 Church Road
Owings Mills, MD 21117
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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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