July 30th, 2024
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James Carroll, CPA
James Carroll, CPA L.L.C.
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James Carroll, CPA L.L.C.
Planning Your Financial Future |
August 2024
It’s almost August. This year is flying by! Your kids do not want to hear this, but it’s almost time to get those back to school supplies. |
How the Typical American Family Pays for College
The typical family uses a combination of income, savings, grants, and loans to pay for college.
Eight Great Investing Quotes
These quotes from successful investors, economists, and other insightful thinkers may help provide perspective and focus for your investment strategy.
It’s Complicated: Inheriting IRAs and Retirement Plans
The new rules for retirement account beneficiaries may pose a tax-management challenge when it comes time to inherit.
Retroactive Social Security Benefits: A Chance to Turn Back Time
If you’re past full retirement age, should you claim retroactive Social Security benefits?
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James Carroll, CPA
Member
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 2024.
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This entry was posted on Tuesday, July 30th, 2024 at 9:31 am.
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