Two Decades of Inflation

After being largely dormant, inflation roared back in 2021; for perspective, it may be helpful to look at a longer period of time.

401(k) and IRA: A Combined Savings Strategy

Contributing to both an employer-sponsored retirement plan and an IRA can significantly boost your retirement assets.

Charitable Giving Can Be a Family Affair

Cultivating philanthropic values can help foster responsibility and a sense of purpose among both young and old alike.

Your Social Security Statement: What’s in It for You?

The Social Security Administration (SSA) provides personalized Social Security Statements to help Americans age 18 and older better understand the benefits that Social Security offers.

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 2021.

To opt-out of future emails, please click here.