Changes to retirement savings plans are expected in White House budget proposal.
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
Wealth transfer requires estate planning whether an estate is large or small.
A new year brings opportunity to review tax planning strategies.
Computers, laptops, and related technology are now considered a qualified college expense for 529 plans.
A look at the latest tax rate schedule reveals tax-smart planning strategies to discuss with investors.
Many provisions of tax extenders bill made permanent in congressional approval.
For taxpayers that owe alternative minimum tax, here are some planning strategies to consider.
The end of the year is approaching but there are still tax-smart strategies that may be implemented.
Year-end planning presents an opportune time to focus on retirement strategies.
New fiduciary rule will likely be approved by DOL