July 2017

Don't Let Rising Interest Rates Catch You by Surprise  
You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn't directly control consumer interest rates, but changes to the federal funds rate (which is the rate banks use to lend funds to each other overnight within the Federal Reserve system) often affect consumer borrowing costs.     More Details

Future of the Federal Estate Tax  
Tax reform is in the spotlight again along with possible repeal of the estate tax.

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The Health-Wealth Connection  
The clear connection between health and wealth is why it's so important to develop and maintain lifelong plans to manage both.

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What is a rollover IRA, and do I need one?  
While separate IRA accounts are not legally required, there are at least two reasons to consider keeping your employer plan rollover separate from your contributory IRAs.

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Can I roll my traditional 401(k) account balance over to a Roth IRA?  
You can make a direct or 60-day rollover from a 401(k) plan (or other qualified plan, 403(b) plan, or governmental 457(b) plan) to a Roth IRA, as long as you meet certain requirements.

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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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