New fiduciary rule will likely be approved by DOL
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
Consider strategies like gifting and required minimum distributions in year-end planning.
Tax- and estate-planning ideas including changes to claiming Social Security benefits and the latest news on the DOL’s fiduciary rule.
Here are several strategies that investors may use to try to reduce their tax bill.
Congress makes changes to making claims for Social Security
Congressional budget approval eliminates market uncertainty about government shutdown.
Consider these tax and estate-planning ideas for year-end planning.
Keeping up to date on Congressional action as investors plan for year-end.
Strategies to help high earners use a Roth IRA to diversify retirement accounts.
October 15, 2015 is the deadline to recharacterize a Roth conversion