Heirs of large estates may miss a valuable tax deduction
Some large estates will owe estate taxes this year and there is a valuable tax deduction that is often overlooked.
Putnam Wealth Management
Preserving and sustaining 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.
Posts by: Bill Cass
Understanding longevity is critical to retirement planning
With longevity increasing, investors need to make sure their savings last as long as they do.
Life events can be an opportune time to connect with the next generation
When children inherit wealth from their parents, they may seek guidance elsewhere if they do not have a relationship with their parents' advisor.
Administration unveils plan to cut taxes and simplify tax code
The Administration's tax reform plan proposes to cut taxes for individuals and corporations, raise standard deductions, and eliminate certain taxes.
There’s still time to reverse course on a Roth IRA conversion
As the deadline approaches, there is still time for investors to reverse or recharacterize, a Roth IRA conversion.
Measuring the value of advice
The value of advice can be quantified in many ways as financial advisors provide tax-smart strategies to help investors get the most out of their plan.
Planning for college: High school seniors close in on the finish line
For families planning for college, the senior year of high school has many deadlines and preparations for parents and students.
Planning for college: High school juniors sharpen focus on goals
When planning for college, the junior year of high school is busy as parents look deeper into financial aid and juniors sharpen their focus on goals.
Considerations for property loss in the wake of Hurricane Harvey
In the wake of Hurricane Harvey homeowners may seek assistance in making claims for property loss.
Planning for college: Considerations for high school freshmen and sophomores
Planning for college for parents and students can begin as early as freshman and sophomore years in high school, and help families stay on track.