April Newsletter 2021

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

APRIL 2021

IRS has extended the due date of their returns to May 17th (May 15th is a Saturday).
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More People Delay Claiming Social Security

The average age for claiming Social Security retirement benefits has been steadily rising, as older Americans work longer.

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Real Estate for Income and Diversification

Real estate investment trusts (REITs) can offer a consistent income stream and help provide portfolio diversification.

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Should You Convert Your Term Life to Permanent Life Insurance?

Term life insurance is often purchased to provide for a temporary need, such as income replacement. While term life is usually cheaper than permanent life insurance, there may be circumstances that warrant considering converting term, or temporary life insurance, to permanent life insurance.

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Five Tips to Follow When Applying for a Mortgage

Remember these five tips when applying for a mortgage.

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 2021.

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James Carroll, CPA
Member
James Carroll, CPA L.L.C.
109 Church Road • Owings Mills, MD 21117
410-356-3479
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