Year-end is an opportune time to remind investors of situations where they are not required to take retirement distributions.
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Intergenerational Wealth Transfer
Following more than a year of calling for the repeal and replacement of Obamacare, President-elect Donald Trump will take his case to Congress.
Year-end can be a critical time for investors who want to take advantage of certain gift- and estate-planning strategies.
Now that the election is over, many investors are focused on what’s next for policy items.
The presidential candidates on the ballot in November take tax reform and spending policies in much different directions.
There is still time for investors to implement tax-smart strategies before the close of the year.
With different tax rules and penalties for forgotten distributions, it's important to review retirement accounts before the end of the year.
The two party's presidential nominees in the 2016 U.S. election have very different views on tax reform.
A proposal from the Internal Revenue Service (IRS) would change the way family-owned businesses are valued for family business transfers.
The DOL’s fiduciary rule will affect the advice industry in 2017 and how advice experts prepare for that change could make a difference in their business.