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.

Planning Idea

There’s still time to undo a Roth conversion

It’s not too late for taxpayers to “undo” a Roth IRA conversion. The deadline to recharacterize — or reverse — the conversion is October 15. It’s an opportune time for advisors to review Roth assets with investors. In general, individuals have until October 15 of the following year to recharacterize a Roth IRA conversion and …

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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

Consider the tax code when examining losses

Following the August earthquake in Northern California, individuals and businesses may be assessing their current insurance coverage. Regardless of whether people are insured for natural disasters, differences exist in...

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Digital estate planning is a growing issue

When thinking about estate planning, clients may not consider assets held behind firewalls and encrypted passwords on the Internet. But so-called “digital assets” — including online entrepreneurial ventures, music...

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Keys to retirement readiness

“To see what is in front of one’s nose needs a constant struggle.” – George Orwell The Putnam Investments 2014 Lifetime Income Study, done in collaboration with Brightwork Partners,...

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