Health-care spending increases with age and has become an important consideration when saving for retirement.
Wealth Management resources
Putnam offers a wealth of resources to help you engage clients in meaningful conversations that can lead to useful solutions for them and business-building opportunities for you.
Wealth Management Spotlight:
Intergenerational Wealth Transfer
Retirees at age 70½ may direct IRA assets to a charity tax-free under a provision made permanent by Congress.
Whether saving for college, paying down debt, or planning for retirement there are many options for using your tax refund.
Certain elements of the DOL's proposed fiduciary rule were modified in the final version released this week.
Couples considering a file-and-suspend strategy to claim Social Security must act by the end of April if they are eligible.
Small business owners and sole proprietors may find a SEP IRA helpful in establishing retirement savings.
Investors are monitoring the shifting tax landscape as income tax rates and inheritance tax laws can vary widely by state.
Survey found that making connections with the next generation of investors can be challenging.
More employers will be required to offer health insurance to employees this year resulting from the Affordable Care Act.
How the proposed fiduciary rule will affect interactions with investors about retirement is unclear.