May 2018

Dividend Investing: Small Payments Can Boost Returns 
Find out how even small dividend payments can boost your returns.

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Quiz: Can You Answer These Social Security Benefit Questions? 
Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income? 

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The College Landscape After Tax Reform 
How did tax reform affect college planning?

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What are the gift and estate tax rules after tax reform? 
Recent tax reform legislation doubled the federal gift and estate tax basic exclusion amount. 

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How has tax reform affected the generation-skipping transfer tax? 
Recent tax reform legislation doubled the federal generation-skipping transfer tax exemption. 

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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