March 2015 Newsletter

James Carroll, CPA L.L.C.
Planning Your Financial Future March 2015
Just a reminder: Corporate returns are due March 15th. Personal and partnership returns are
due April 15th.
Points to Consider If Your Retirement Goal Seems Out of Reach
What if you’re investing as much as you can for retirement, but your
goal still seems out of reach? Don’t panic–consider these points.
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Last-Minute Tax Tips
It’s that time of year again–tax filing season. Fortunately, even for us
procrastinators, there is still time to take advantage of some
last-minute tax tips.
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The Cost of Waiting
Starting to save early means your money has more time to go to work
for you. Even if you can only afford to set aside small amounts,
compounding earnings can make them really add up. It’s never too
late to begin, but as this illustration shows, the sooner you start, the
less you may need to rely solely on your own savings to build your
total nest egg.
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How much can I contribute to my IRA in 2015?
The combined amount you can contribute to your traditional and Roth
IRAs remains at $5,500 for 2015, $6,500 if you’re 50 or older.
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Is there a new one-rollover-per-year rule for 2015?
The IRS has adopted a stricter interpretation of the
one-rollover-per-year rule, starting in 2015.
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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 Investor Communication Solutions, Inc. Copyright 2015.

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