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Cassell & Hendricks, CPA, PA

Donna Hendricks, CPA
Branden Daniels, CPA
Linda Cassell, CPA
269 Ann St.
Pickens, SC 29671
864-878-7735
Fax: 864-878-0690
info@cassellandhendrickscpa.com
cassellandhendrickscpa.com

Wealth Update
Your Monthly Guide to Wealth Management May 2017
Four Ways to Double the Power of Your Tax Refund
What you do with a tax refund is up to you, but here are some ideas that may make your refund twice as valuable.
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Tax Benefits of Homeownership
Federal tax benefits are available to make homeownership more affordable and less expensive.
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Is It Wise to Trade Your Pension for a Lump Sum?
For many workers, there may be mathematical and psychological advantages to keeping the pension. However, a lump sum could provide financial flexibility that may benefit some families.
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Are you ready to retire?
There are several questions you should ask yourself before making the important financial decision of when to retire.
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What is an ERISA fiduciary?
The Employee Retirement Income Security Act was enacted in 1974 to protect employees who participated in retirement and certain other employee benefit plans. The fiduciary provisions of ERISA protect participants from the mismanagement and abuse of plan assets.
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IMPORTANT DISCLOSURES

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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