May 2017

Is Smart Beta a Smart Strategy for You? 
Smart beta funds use other clearly defined factors — other than market capitalization — to select and weight investments that will track a matching factor-based index.

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Tax Benefits of Homeownership 
Federal tax benefits are available to make homeownership more affordable and less expensive.

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Is It Wise to Trade Your Pension for a Lump Sum? 
For many workers, there may be mathematical and psychological advantages to keeping the pension. However, a lump sum could provide financial flexibility that may benefit some families. 

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Are you ready to retire? 
There are several questions you should ask yourself before making the important financial decision of when to retire.

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What is an ERISA fiduciary? 
The Employee Retirement Income Security Act was enacted in 1974 to protect employees who participated in retirement and certain other employee benefit plans. The fiduciary provisions of ERISA protect participants from the mismanagement and abuse of plan assets.   More Details


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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