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.
Advisors’ top 3 questions, answered
Putnam Investments, June 21, 2012
Tax uncertainty has returned as a dominant theme in financial planning this year.
With many federal tax programs slated to expire at the end of 2012, advisors are looking for insights on policy outcomes and what strategies they can use to mitigate the effects of potential higher tax rates.
In this latest video, financial-planning experts Chris Hennessey and Bill Cass explore the top three advisor questions surrounding the so-called “fiscal cliff” of federal tax programs, the future of dividend tax rates, and an outlook for estate and gift taxes.