June 2023 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

JUNE 2023

Spring is here and Summer is on the way. Be careful when you’re behind the wheel and watch out for children!

Education and Earnings

In general, higher education levels lead to higher earnings and lower unemployment rates.

Take a look

SECURE 2.0 Act Expands Early Withdrawal Exceptions

An early withdrawal from a retirement account can trigger a 10% penalty unless an exception applies.

Take a look

Why Buy Life Insurance During Unsettled Economic Times?

During these turbulent economic times, it may make sense to buy life insurance.

Take a look

As Your Parents Age, Help Them Protect Their Finances

Fraud or financial exploitation is very common. Here are some tips that may help you protect your parents.

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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