June 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

JUNE 2024

If you haven’t yet, check your filters for your air conditioning units.

Financial Regrets

About three out of four U.S. adults has a financial regret. Do you?

Take a look

Saving for College: 529 Plan vs. Roth IRA

How does a Roth IRA stack up against a 529 plan when it comes to saving for college?

Take a look

Should You Buy or Lease Your Next Vehicle?

With new vehicle prices skyrocketing, will leasing save you money?

Take a look

Birthday Benefits Quiz

Can you match these ages with the federal benefits and tax responsibilities?

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 2024.

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