Families want to save for college and maximize their child’s eligibility for financial aid. There are ways to use a 529 plan to meet both goals.
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
Millions of insured individuals may lose federal health-insurance subsidies depending on a decision from the Supreme Court expected in June.
Saving enough for adequate retirement income is a planning priority. But many investors do not know how to determine a withdrawal rate.
With life expectancy at an all-time high and fewer public pensions available, Social Security may become more important as a source of retirement income.
Intra-family loans can help borrowers save on costs and lenders may have a tax advantage.
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.
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.