Putnam Wealth Management

Preserving and enhancing wealth for the future

Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.

Five ways to connect with the next generation

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 advisors. In fact, a 2014 study found that only 35% of investors said their advisors provide family wealth management defined as a specific service.* Financial professionals …

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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

Tax court limits IRA rollovers

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...

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