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Take advantage of the 0% capital gains tax rate,
Posted on by Putnam Investments in Retirement/Income&Taxes
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Encourage clients to make the most of their payroll tax cut,
Posted on by Putnam Investments in Taxes
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Connect with the next generation by discussing IRA distributions,
Posted on by Putnam Investments in Retirement/Income
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Effective estate planning goes beyond taxes,
Posted on by Putnam Investments in Estate and Wealth Transfer
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Should parents consider converting existing custodial accounts to a 529?,
Posted on by Putnam Investments in College Savings
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With the potential for taxes to rise, now is a good time to talk about college savings and estate plans,
Posted on by Putnam Investments in College Savings&Estate and Wealth Transfer
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How a business owner may turn a loss into a tax-free Roth conversion,
Posted on by Putnam Investments in Retirement/Income
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Congratulate clients on turning 70½ and gather more IRA assets,
Posted on by Putnam Investments in Retirement/Income
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Options for yield-seeking investors,
Posted on by Putnam Investments in Investments
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Use the IRA funding deadline to connect with small business owners,
Posted on by Putnam Investments in Retirement/Income
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