October 2015 Newsletter

James Carroll, CPA L.L.C.
Planning Your Financial Future October 2015
Heading into October, and the colder weather is on the way. Check your

heating system and change your filters before you turn on the heat.

Six Common 401(k) Plan Misconceptions
Some things you think you know about your 401(k)

plan may not be true.

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2015 Year-End Tax Planning Basics
Effective year-end planning depends on a good understanding

of both your current circumstances and how those circumstances

might change next year. But the window of opportunity for many

potential tax-savings moves closes onĀ December 31.

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Frequently Asked Questions on Opening a 529 Plan Account
529 plans are savings vehicles tailor-made for college. Anyone

can open an account, lifetime contribution limits are typically

$300,000 and up, and 529 plans offer federal and sometimes

state tax benefits if certain conditions are met. Here are some

common questions on opening an account.

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My employer now offers wellness benefits as part of its

employee benefits package. But what are they?
Today, many employers are offering wellness benefits as

part of an overall employee benefits package.

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How do I compare my health insurance options

during open enrollment?
The decisions you make during open enrollment season regarding

health insurance are especially important, since you generally must

stick with the options you choose until the next open enrollment season.

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Refer a friend
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 Investor Communication Solutions, Inc. Copyright 2015.

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