Education and Earnings

In general, higher education levels lead to higher earnings and lower unemployment rates.

SECURE 2.0 Act Expands Early Withdrawal Exceptions

An early withdrawal from a retirement account can trigger a 10% penalty unless an exception applies.

Why Buy Life Insurance During Unsettled Economic Times?

During these turbulent economic times, it may make sense to buy life insurance.

As Your Parents Age, Help Them Protect Their Finances

Fraud or financial exploitation is very common. Here are some tips that may help you protect your parents.

Member

James Carroll, CPA L.L.C.

109 Church Road

Owings Mills, MD 21117

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 2023.

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