October Newsletter 2019

October 1st, 2019
James Carroll, CPA L.L.C.

James Carroll, CPA
Member
109 Church Road
Owings Mills, MD 21117
410-356-3479
carrollj@jamescarroll-cpa.com
www.carrollj@jamescarroll-cpa.com
James Carroll, CPA L.L.C.
Planning Your Financial Future October 2019
Personal income tax returns that are on extension are due October 15th.
Earnings Season: What Investors Can Take Away from Corporate Reports
The media hype surrounding an earnings surprise can sometimes draw attention away from important details that may be revealed in a company’s quarterly report.
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Five Times in Your Life When You Might Need Help with Your Finances
As you move through different stages of life, you will face new and unique financial situations.
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Balancing 401(k) and HSA Contributions
If you have the option to contribute to both a 401(k) and an HSA, you might wonder how much to contribute to each. Here are some points to consider.
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What health services aren’t covered by Medicare?
When planning your retirement health-care strategy, be sure to consider the services that Medicare won’t cover.
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How much will health care cost?
Retirement health-care costs will vary depending on your health and longevity, but it may help to have a guideline.
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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 Advisor Solutions Copyright 2019.

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Categories: Blog
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