December Newsletter 2022

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 approach the end of the year, time to think about IRA contributions, estimated tax payments for the 4th quarter, and organizing your receipts and other documentation.

Stimulus Payments: Spending, Savings, or Both?

Americans put COVID-19 stimulus funds to a variety of uses.

Take a look

Three Stretch IRA Alternatives

The SECURE Act eliminated the stretch IRA strategy, but there are alternatives.

Take a look

A 529 Plan Can Help Jump-Start Your College Fund

A 529 savings plan can be instrumental in building a college fund.

Take a look

Tips for Safe Online Shopping

Here are some tips to help protect yourself when shopping online.

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 2022.

This entry was posted on Wednesday, November 30th, 2022 at 10:32 am. Both comments and pings are currently closed.

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