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Category: Estate and Wealth Transfer

When donating to charity, investors may want to explore this IRA strategy
Estate and Wealth Transfer

When donating to charity, investors may want to explore this IRA strategy

Investors may want to consider using an IRA strategy to direct donations to charity and receive a tax advantage.

Proposed RMD changes could help retirees keep more of their savings
Estate and Wealth Transfer

Proposed RMD changes could help retirees keep more of their savings

The federal government wants to update the life expectancy projections that investors use to calculate an RMD from retirement accounts.

At year-end, consider lumping charitable gifts
Estate and Wealth Transfer

At year-end, consider lumping charitable gifts

With new limits to tax deductions under tax reform, investors may consider lumping charitable gifts into one year to achieve a tax deduction.

Create a checklist for when a family member passes away
Estate and Wealth Transfer

Create a checklist for when a family member passes away

Most families do not want to think about losing a loved one. But creating a checklist for family members may help them navigate a difficult situation.

Strategies to preserve step-up in cost basis under new tax landscape
Estate and Wealth Transfer

Strategies to preserve step-up in cost basis under new tax landscape

The focus in estate planning has shifted to income taxes, including strategies for the step-up cost basis, a planning consideration to manage capital gains.

Same-sex couples face challenges in financial planning
Estate and Wealth Transfer

Same-sex couples face challenges in financial planning

While progress has been made on marriage equality, same-sex couples may continue to face obstacles to saving and other financial planning issues.

Is the stretch IRA doomed?
Estate and Wealth Transfer

Is the stretch IRA doomed?

With sweeping retirement legislation garnering massive support in Congress, concerns about the future of the stretch IRA have resurfaced.

When a defective trust may be effective
Estate and Wealth Transfer

When a defective trust may be effective

A so-called defective trust may help business owners transfer wealth to other family members during their lifetime in a tax efficient manner.

Five estate planning considerations for year-end
Estate and Wealth Transfer

Five estate planning considerations for year-end

Estate planning remains critical as investors seek to manage the distribution of assets as well as meet any state tax requirements.

Gift while living or transfer assets to heirs at death?
Estate and Wealth Transfer

Gift while living or transfer assets to heirs at death?

Individuals can choose to make a gift while they are living, or include it in their estate plan for distribution upon death.

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Any Putnam funds referenced in the above articles are not available for sale outside the United States.

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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