As a reminder, our offices have moved to:

1416 Ashley River Rd.

Charleston, SC 29407

Our new mailing address:

P.O. Box 32193

Charleston, SC 29417

Inside are articles on:

40 financial things to know by age 40. Tips to help you manage your finances today and lay the groundwork for the next 40 years.

4 things to know about the new RMD rules. Don’t miss this one if you are age 72 or older.  

The new 529-plan-to-Roth-IRA rollover option. If you have money left over in a 529 education savings account, you may be able to roll it over to a Roth IRA for the beneficiary beginning in 2024.

Certificates of deposit.  Learn what they are and how they work.

Also in this issue, you can learn about how bonds pay interest and explore a few financial tips for newlyweds. Plus, you can travel vicariously to Emilia-Romagna—a beautiful region of Italy known for its slow food and fast cars. And you can discover some of the special exhibitions planned for major museums this summer and see how much you know about Boston.

Please let us know if you have questions about anything in Eye On Money.

Secure Information Update

Per the June 2023 updates to the Gramm-Leach-Bliley-Act (GLBA) Federal law requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

Your personal and financial information is used in the course of our everyday business purposes such as processing your transactions, maintaining your account(s), preparing taxes, and required responses to legal entities, per a signed Engagement Letter. We will never give your information to a third party for marketing purposes.

Electronic correspondence (Email) is encrypted and a multi-factor authentication by KMA CPA employees is required to access. You are encouraged to utilize a secure link provided by KMA CPA to upload and retrieve confidential documents. All computers, fax machines, telephones, email and software which are used for conducting KMA CPA business follow GLBA Guidelines, uphold secure client information standards, and are securely backed-up by our IT Service Provider. 

SUMMER HOURS

Office hours are Monday - Thursday 9am - 5pm

& Friday 9am - noon

Click the pic for Summer fun around Charleston