Cassell & Hendricks, CPA, PA

Donna Hendricks, CPA
Branden Daniels, CPA
Linda Cassell, CPA
269 Ann St.
Pickens, SC 29671
Fax: 864-878-0690

Wealth Update
Your Monthly Guide to Wealth Management July 2017
Don't Let Rising Interest Rates Catch You by Surprise
You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn't directly control consumer interest rates, but changes to the federal funds rate (which is the rate banks use to lend funds to each other overnight within the Federal Reserve system) often affect consumer borrowing costs.
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Future of the Federal Estate Tax
Tax reform is in the spotlight again along with possible repeal of the estate tax.
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The Health-Wealth Connection
The clear connection between health and wealth is why it's so important to develop and maintain lifelong plans to manage both.
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What is a rollover IRA, and do I need one?
While separate IRA accounts are not legally required, there are at least two reasons to consider keeping your employer plan rollover separate from your contributory IRAs.
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Can I roll my traditional 401(k) account balance over to a Roth IRA?
You can make a direct or 60-day rollover from a 401(k) plan (or other qualified plan, 403(b) plan, or governmental 457(b) plan) to a Roth IRA, as long as you meet certain requirements.
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Cassell & Hendricks, CPA, PA publishes newsletters and articles as a service to our clients. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2017.

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