September 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


School has started. Please be aware of children running after school buses, and obey the STOP sign when the bus is stopped.

Employee Access to Roth 401(k) Plans on the Rise

The percentage of employers offering Roth 401(k)s has grown significantly over time.

Take a look

New Life for Your Old Insurance Policy

Consider these options before you let an old life insurance policy lapse.

Take a look

Four Key Objectives of a Sound Retirement Plan

Protecting retirement savings and income should include reduction of taxes and market risk.

Take a look

Time to Bulk Up Your Emergency Fund

Having a financial safety net in place can ensure that you’re protected in case a financial emergency arises.

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.

This entry was posted on Tuesday, August 29th, 2023 at 9:08 am. Both comments and pings are currently closed.

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