Employee Access to Roth 401(k) Plans on the Rise

The percentage of employers offering Roth 401(k)s has grown significantly over time.

New Life for Your Old Insurance Policy

Consider these options before you let an old life insurance policy lapse.

Four Key Objectives of a Sound Retirement Plan

Protecting retirement savings and income should include reduction of taxes and market risk.

Time to Bulk Up Your Emergency Fund

Having a financial safety net in place can ensure that you’re protected in case a financial emergency arises.

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.