While tax rates are historically low, investors may want to review several tax planning considerations before year end.
Amid uncertainty following the 2020 elections, market volatility is likely to continue: Webcast
Some tax proposals introduced by the Democratic presidential campaign may cause changes to retirement savings accounts.
With the possibility of future higher tax rates, investors may want to consider strategies that can be implemented now such as a Roth IRA conversion.
Putnam’s wealth management professionals share their views on taxes, the markets, fiscal policy, and the November election.