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Category: College Savings

Key FAFSA changes will impact student aid
College Savings

Key FAFSA changes will impact student aid

Important changes to the FAFSA filing will take effect this year and impact student aid levels for some families.

College-bound students stay on track with a dynamic plan
College Savings

College-bound students stay on track with a dynamic plan

Families with college-bound students may want to consider a plan with a dual approach to help achieve college planning goals.

Mapping out a plan for studying abroad
College Savings Insurance/Risk Management

Mapping out a plan for studying abroad

As more students consider studying abroad it is important to understand program requirements and map out a plan.

SCOTUS ruling on loan forgiveness underscores need to save
College Savings

SCOTUS ruling on loan forgiveness underscores need to save

The need to save for college becomes more significant with less federal aid available and loan forgiveness proposal is struck down by SCOTUS.

Decision made: Why 529 plans are a popular choice for college
College Savings

Decision made: Why 529 plans are a popular choice for college

A growing number of families are using 529 plans to save for college.

As FAFSA rules change, more grandparents may save in 529 plans
College Savings

As FAFSA rules change, more grandparents may save in 529 plans

More grandparents may consider funding a 529 plan for their grandchildren as financial aid rules change.

SECURE 2.0 creates new backdoor Roth opportunity
College Savings Taxes

SECURE 2.0 creates new backdoor Roth opportunity

Beginning in 2024, the SECURE Act allows unused funds from a college savings plan to be transferred to a Roth IRA in a form of backdoor Roth strategy.

Preparing for the final lap before college
College Savings

Preparing for the final lap before college

As students take the final lap before college the last two years of high school are critical to strengthen their applications and make the college decision.

Millions of borrowers may benefit from student loan forgiveness
College Savings

Millions of borrowers may benefit from student loan forgiveness

The administration announced a program for student loan forgiveness for debtors who meet certain income requirements.

How high school freshmen can start mapping their path to college
College Savings

How high school freshmen can start mapping their path to college

As students transition to high school, there are many action items for parents and students to consider as they map their path to college.

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Services provided by Putnam may not be available in all countries or to all investors. This content is not an offer to any investor who is not qualified under local law.

The views and opinions expressed are those of the fund manager above, are subject to change with market conditions, and are not meant as investment advice.

This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. Putnam, which earns fees when clients select its products and services, is not offering impartial advice in a fiduciary capacity in providing this sales and marketing material. This information is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change.

All funds and investment products involve risk, and you can lose money. See the prospectus for details. Any economic and performance information is historical and not indicative of future results.

If you are a U.S. retail investor: Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, contact your financial representative, call Putnam at 1-888-4-PUTNAM (1-888-478-8626), or click on the prospectus section to view or download a prospectus. Please read the prospectus carefully before investing.

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In the United States, mutual funds are distributed by Putnam Retail Management.

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