July 2018


Quiz: Financial Facts That Might Surprise You 
If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.

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Going Public: An IPO's Market Debut May Not Live Up to the Hype 
Understand why the IPO process is important to the financial markets.

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Protect Your Heirs by Naming a Trust as IRA Beneficiary 
Naming a trust as your IRA beneficiary may give you more control of distributions after your death.

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I received a large refund on my tax return this year. Should I adjust my withholding? 
If you received a large tax refund, consider reevaluating your federal income tax withholding.

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What is the difference between a tax deduction and a tax credit? 
Tax deductions and credits are terms often used together when talking about taxes.

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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 2018.

© PennyTree Advisers, LLC 2018