July 2015 Newsletter

July 8th, 2015

James Carroll, CPA L.L.C.
Planning Your Financial Future	July 2015

The July 4th holiday is almost upon us. Enjoy good times with family and friends. However,

please be safe. Handle fireworks and other such items with care!

What’s New in the Housing Market for 2015?
After almost a decade of limping along toward recovery, it seems as though

the housing market has finally hit a comfortable stride.

Five Steps to Tame Financial Stress
Do you sometimes lie awake at night thinking about bills that need to be paid?

Does it feel as though you’re drowning in debt? The good news is that there

are some simple steps you can take to reduce or eliminate some of the

financial stress in your life.

Prepaid Funeral Arrangements Can Have Grave Consequences
Prepaying for your funeral services relieves your survivors from the

burden of worrying about money during an otherwise difficult time,

but there can also be grave consequences.

What is the Roth 401(k) five-year rule?
The Roth 401(k) five-year rule determines when you can begin receiving

tax-free qualified distributions from your Roth 401(k) plan account. While

similar to the five-year rule that applies to Roth IRAs, there are

important differences.

	What is the Roth IRA five-year rule? There are two Roth IRA five-year rules you need to know about.
	More Details

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.

Categories: News

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