The Department of Labor is proposing a new rule for individual retirement accounts that could impact how advisors offer advice and charge fees for IRAs.
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.
Spotlight: Health-care reform resource
- What business owners should know about the employer mandate (PDF)
- Health-care reform and its impact on investors (PDF)
- Planning for the new 3.8% Medicare investment income surtax (PDF)
- Client seminar (PPT)
Planning, prospecting, and the Affordable Care Act
With more stringent mortgage lending rules, children may look to borrow money from parents to buy a house.
As college costs continue to rise, it's more important than ever for families to understand the tax advantages of saving.
Doctors face challenges as the Affordable Care Act is implemented.
The IRS tax Form 1040 can be used to launch financial planning discussions.
Outliving savings is a concern for some investors. But longevity is not the only risk. Taxes pose a risk and here are some strategies to help.
Financial planning strategies affect multiple generations more often than families realize. College funding, retirement, and tax efficiency can involve children and future heirs. Here are some ideas for conversations...
Despite projections of a significant transfer of wealth from baby boomers to heirs in the coming decades, many investors may not be talking about estate planning with their financial...
The next great wave of wealth transfer in the United States has already begun. More than $30 trillion in assets held by the baby boomer generation will shift to...
Investors who typically use a rollover strategy for multiple individual retirement accounts (IRAs) will need to reconsider because of a rule change that took effect this year. A decision...