A benefit of a Roth conversion is that investors may change their minds. An early start gives investors more time to assess the value of the strategy.
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
Most estates may fall within the exemption level from federal estate taxes but investors still need to plan for the orderly transfer of wealth.
Federal tax reform may or may not happen this year, but investors may benefit from planning strategies that can reduce their tax bill for 2017.
Here are three planning ideas that may help entrepreneurs manage their business taxes and liabilities.
Most tax figures will remain unchanged in 2017, according to the new tax schedule released by the Internal Revenue Service.
Year-end is an opportune time to remind investors of situations where they are not required to take retirement distributions.
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.