March 2015


Points to Consider If Your Retirement Goal Seems Out of Reach 
What if you're investing as much as you can for retirement, but your goal still seems out of reach? Don't panic--consider these points.

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Last-Minute Tax Tips 
It's that time of year again--tax filing season. Fortunately, even for us procrastinators, there is still time to take advantage of some last-minute tax tips.

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The Cost of Waiting 
Starting to save early means your money has more time to go to work for you. Even if you can only afford to set aside small amounts, compounding earnings can make them really add up. It's never too late to begin, but as this illustration shows, the sooner you start, the less you may need to rely solely on your own savings to build your total nest egg.  More Details


How much can I contribute to my IRA in 2015? 
The combined amount you can contribute to your traditional and Roth IRAs remains at $5,500 for 2015, $6,500 if you're 50 or older.

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Is there a new one-rollover-per-year rule for 2015? 
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 2015.

I© PennyTree Advisers, LLC 2014