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Build your 529 business by targeting local non-profit organizations,
Posted on by Putnam Investments in College Savings
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Time for an IRA checkup?,
Posted on by Putnam Investments in Retirement/Income
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What are sustainable withdrawal rates for retirement?,
Posted on by Putnam Investments in Retirement/Income
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Make the most of deductions and exemptions,
Posted on by Putnam Investments in Taxes
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Tax law creates potential opportunities for taxpayers to save more,
Posted on by Putnam Investments in Taxes
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Are your clients’ portfolios on track?,
Posted on by Putnam Investments in Investments
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Charitable “rollover” program extended through January,
Posted on by Putnam Investments in Retirement/Income
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Tax deal presents a short-term Roth IRA opportunity,
Posted on by Putnam Investments in Retirement/Income
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Remind your clients about the rules of RMDs,
Posted on by Putnam Investments in Retirement/Income
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It’s that time of year again: Required minimum distribution season,
Posted on by Putnam Investments in Retirement/Income
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