Affordable Care Act survives challenge in Supreme Court.
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
Tax reform may be higher on the Capitol Hill agenda, but passage this year is unlikely.
The federal budget deficit has improved in recent years, but projections estimate worsening conditions in a couple of years.
Investors often think of trusts as a way to transfer wealth or avoid probate. But certain trusts can be used for asset protection.
Some investors choose long-term care insurance as part of retirement and estate planning. You may need guidance deciding how much insurance you will need.
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.
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.