April 2017

Four Ways to Double the Power of Your Tax Refund
What you do with a tax refund is up to you, but here are some ideas that may make your refund twice as valuable.

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Converting Retirement Savings to Retirement Income
You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional, non-Roth 401(k)s (or similar workplace savings plans) into retirement income.

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Spring Cleaning Your Finances
The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime that have built up throughout the winter season. And while most spring cleaning projects are likely focused on your home, you could take this time to evaluate and clean up your personal finances as well.

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What are bond ratings?
Bond ratings are an essential tool when considering fixed-income investments.

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What bond ratings do agencies use?
It may be helpful to compare bond ratings from the most well-known agencies.

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This information is not intended to be tax or legal advice. It is provided for your education only by Pennytree Advisers, LLC. Individual circumstances may vary.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2017.

I© PennyTree Advisers, LLC 2014