May 28th, 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 |
JUNE 2024
If you haven’t yet, check your filters for your air conditioning units. |
Financial Regrets
About three out of four U.S. adults has a financial regret. Do you?
![Take a look](https://ci3.googleusercontent.com/meips/ADKq_NZxihFbmfJtxAP_m41GYmXZn4oPd-UC46fzfh84qyAGqo3WRY48YnX8-d1WQEIAB0aUrZ0lrP6VJaFKfthC8x7BzixLeuOIkHGCy3Q=s0-d-e1-ft#https://www.broadridgeadvisor.com/images/takealook.png)
Saving for College: 529 Plan vs. Roth IRA
How does a Roth IRA stack up against a 529 plan when it comes to saving for college?
![Take a look](https://ci3.googleusercontent.com/meips/ADKq_NZxihFbmfJtxAP_m41GYmXZn4oPd-UC46fzfh84qyAGqo3WRY48YnX8-d1WQEIAB0aUrZ0lrP6VJaFKfthC8x7BzixLeuOIkHGCy3Q=s0-d-e1-ft#https://www.broadridgeadvisor.com/images/takealook.png)
Should You Buy or Lease Your Next Vehicle?
With new vehicle prices skyrocketing, will leasing save you money?
![Take a look](https://ci3.googleusercontent.com/meips/ADKq_NZxihFbmfJtxAP_m41GYmXZn4oPd-UC46fzfh84qyAGqo3WRY48YnX8-d1WQEIAB0aUrZ0lrP6VJaFKfthC8x7BzixLeuOIkHGCy3Q=s0-d-e1-ft#https://www.broadridgeadvisor.com/images/takealook.png)
Birthday Benefits Quiz
Can you match these ages with the federal benefits and tax responsibilities?
![Take a look](https://ci3.googleusercontent.com/meips/ADKq_NZxihFbmfJtxAP_m41GYmXZn4oPd-UC46fzfh84qyAGqo3WRY48YnX8-d1WQEIAB0aUrZ0lrP6VJaFKfthC8x7BzixLeuOIkHGCy3Q=s0-d-e1-ft#https://www.broadridgeadvisor.com/images/takealook.png)
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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, May 28th, 2024 at 4:20 pm.
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