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With the return of the estate tax in 2011, now is a good time to review documents,
Posted on by Putnam Investments in Estate and Wealth Transfer
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Individual 401(k)s offer many benefits,
Posted on by Putnam Investments in Retirement/Income
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Do your clients know about the AMT?,
Posted on by Putnam Investments in Taxes
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Talking about retirement income can underscore the importance of rollovers.,
Posted on by Putnam Investments in Retirement/Income
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Help clients avoid costly mistakes by conducting annual beneficiary reviews,
Posted on by Putnam Investments in Retirement/Income
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Contact clients before the end of the year to discuss the benefits of converting to a Roth IRA in 2010,
Posted on by Putnam Investments in Retirement/Income
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Network with local business and civic leaders through 529 scholarships,
Posted on by Putnam Investments in College Savings
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Meet the challenge of rising taxes by diversifying assets’ tax status,
Posted on by Putnam Investments in Taxes
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A window of opportunity to transfer wealth without gift or estate taxes may be closing,
Posted on by Putnam Investments in Estate and Wealth Transfer
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Talking about asset protection can open the door to the appealing medical professional client niche,
Posted on by Putnam Investments in Insurance/Risk Management
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