November 2016

Will vs. Trust: Is One Better Than the Other? 
Knowing the differences between a will and a trust may help you determine which is best for your estate plan.

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Are You Ending 2016 Healthy, Wealthy, and Wise? 
Pausing to reflect on the financial progress you made in 2016 and identifying adjustments for 2017 can help you start the new year stronger than ever. 

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Pretax, Roth, or After-Tax Contributions: Which Should You Choose? 
If your employer-sponsored retirement savings plan allows pretax, after-tax, and/or Roth contributions, which should you choose? 

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Do I need to make any changes to my Medicare coverage for next year? 
It's time to review your current Medicare coverage and make decisions about next year's coverage.

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What changes can I make during this year's Medicare Open Enrollment Period? 
The Medicare Open Enrollment Period starts on October 15 and runs through December 7. This period is the only time during the year that all people with Medicare can make changes to their health and prescription drug plans for the following year.    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 2016.

I© PennyTree Advisers, LLC 2014