July 2014

Can You Make Some Green by Investing Green?
A United Nations report on climate change says that substantial changes are needed in how the world produces and consumes energy. That has focused fresh attention on so-called "green investing."

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Charitable Gifts of Items You No Longer Need
If you have used clothing, household goods, or a car that you no longer need, you may be able to do good by contributing the property to charity while obtaining an income tax deduction for your charitable contribution.

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Why Not Make Your Next Trip a Volunteer Vacation?
If you enjoy lots of activity, traveling with a group, immersing yourself in a different culture, and using your talents and skills to help others, then a volunteer vacation might be the next trip you'll want to plan.

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Have the rules for 401(k) in-plan Roth conversions changed?
Thanks to the American Taxpayer Relief Act of 2012, the rules for making 401(k) in-plan Roth conversions have gotten substantially easier.

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Is there a new one-rollover-per-year rule for IRAs?
The IRS has adopted a stricter interpretation of the one-rollover-per-year rule, starting in 2015.

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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 2014.

I© PennyTree Advisers, LLC 2014