July 2015

What's New in the Housing Market for 2015? 
After almost a decade of limping along toward recovery, it seems as though the housing market has finally hit a comfortable stride. 

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Five Steps to Tame Financial Stress 
Do you sometimes lie awake at night thinking about bills that need to be paid? Does it feel as though you're drowning in debt? The good news is that there are some simple steps you can take to reduce or eliminate some of the financial stress in your life.

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Prepaid Funeral Arrangements Can Have Grave Consequences 
Prepaying for your funeral services relieves your survivors from the burden of worrying about money during an otherwise difficult time, but there can also be grave consequences. 

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What is the Roth 401(k) five-year rule? 
The Roth 401(k) five-year rule determines when you can begin receiving tax-free qualified distributions from your Roth 401(k) plan account. While similar to the five-year rule that applies to Roth IRAs, there are important differences. 

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What is the Roth IRA five-year rule? 
There are two Roth IRA five-year rules you need to know about.

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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 2015.

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