August 2017

Working in Retirement: What You Need to Know  
Recent studies have consistently shown that a majority of retirees plan to work at least some period of time during their retirement years. 

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Test Your Investing IQ  
Test your knowledge on stocks, bonds, and mutual funds.

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Kickstart Your College Fund with a 529 Plan  
Named after the section of the tax code that governs them, 529 plans offer a unique combination of features and have become to the college savings world what 401(k) plans are to the retirement savings world.

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How do the economic milestones of young adults today compare with prior generations?  
A recent study compares today's young adults to their counterparts in 1975 to determine which generation is more financially secure.

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Chart: Young Adult Milestones, 1975 vs. 2016  
These two pie charts compare four common milestones of adulthood completed by young adults in 1975 and 2016.

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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.


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