September 2018

What to Do If Your Term Life Insurance Policy Is About to Expire 
Explore your options now, before your term policy expires. 

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Infographic: Working in Retirement 
If you plan to work for extra income in retirement, consider these facts.

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Take Charge of Your Student Debt Repayment Plan 
Take charge of paying back your student loans by examining all your repayment options.

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What are the new rules for 401(k) hardship withdrawals? 
The rules for hardship withdrawals from retirement plans are becoming more relaxed in 2019. 

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Should I enroll in a health savings account? 
An HSA can be a powerful savings tool. Before you enroll in an HSA, ask yourself the following questions.

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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.


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