July 2014 Newsletter

Planning Your Financial Future July 2014
July 4th is on the way. If you are traveling, please remain cautious on the road. If you are
using fireworks, be safe. Enjoy your summer!!
Can You Make Some Green by Investing Green?
A United Nations report on climate change says that substantial
changes are needed in how the world produces and consumes
energy. That has focused fresh attention on so-called “green investing.”
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Charitable Gifts of Items You No Longer Need
If you have used clothing, household goods, or a car that you no longer
need, you may be able to do good by contributing the property to
charity while obtaining an income tax deduction for your charitable
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Why Not Make Your Next Trip a Volunteer Vacation?
If you enjoy lots of activity, traveling with a group, immersing yourself
in a different culture, and using your talents and skills to help others,
then a volunteer vacation might be the next trip you’ll want to plan.
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Have the rules for 401(k) in-plan Roth conversions changed?
Thanks to the American Taxpayer Relief Act of 2012, the rules for
making 401(k) in-plan Roth conversions have gotten substantially
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Is there a new one-rollover-per-year rule for IRAs?
The IRS has adopted a stricter interpretation of the one-rollover-per-year
rule, starting in 2015.
More Details

Refer a friend
IRS regulations require that I advise you that, unless otherwise specifically noted, any federal
tax advice in this communication (including any attachments, enclosures, or other
accompanying materials) was not intended or written to be used, and it cannot be used, by any
taxpayer for the purposes of avoiding penalties; furthermore, this communication was not
intended or written to support the promotion or marketing of any of the transactions or matters
it addresses.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2014.

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