March 2018

Due Date Approaches for 2017 Federal Income Tax Returns 
Federal income tax filing season is here again. The filing deadline for most individuals is Tuesday, April 17, 2018. 

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Weathering the Storm: Are You Prepared? 
Severe weather can test even the most seasoned homeowners. The key to making it through a storm safely is to be prepared.

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College Saving: How Does a 529 Plan Compare to a Roth IRA? 
How does a favorite of the college savings world — 529 plans — stack up against a favorite of the retirement savings world — Roth IRAs — when it comes to saving for college?

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How does working affect Social Security retirement benefits? 
If you're thinking about working as long as possible to increase your retirement savings, you may be wondering whether you can receive Social Security retirement benefits while you continue to work.

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Will a government pension reduce my Social Security benefits? 
Some government pensions affect how Social Security benefits are calculated.

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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