Congress considers proposals to enhance retirement accounts
Changes to retirement accounts could be on the horizon as Congress considers legislation to enhance 401(k) plans and other retirement accounts.
Putnam Wealth Management
Preserving and sustaining wealth for the future
Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
Posts from category: Retirement/Income
Investors face more challenges generating retirement income than saving
For investors preparing for retirement, it may be more difficult to distribute retirement income than to accumulate.
It is not too late to fund a SEP IRA
Small businesses and freelance workers seeking a retirement savings strategy may consider the advantages of a SEP IRA.
Cost-of-living increase among changes to Social Security in 2019
For investors preparing for or in retirement, two key changes to Social Security, including a cost-of-living increase take effect this year.
Charitable IRA rollovers may gain traction under tax reform
With new limits on itemized deductions set by tax reform, senior investors may consider using a charitable IRA rollover provision to donate to charity.
Three retirement planning topics for year-end meetings with investors
As year-end nears, retirement planning becomes a focus for investors, especially retirees who have year-end deadlines for retirement income distributions.
Three top financial challenges facing Millennials
Millennials face different financial challenges than previous generations as they set goals for saving for retirement, paying debt, and buying a home.
How to use a 401(k) to fund a Roth IRA
Despite income restrictions there may be a way to super-charge your Roth IRA by using a provision for 401(k) plans.
Managing risks in retirement? Consider a three-bucket strategy
Investors may want to consider a three-bucket strategy to manage risks in retirement such as longevity and liquidity risk.
Understanding longevity is critical to retirement planning
With longevity increasing, investors need to make sure their savings last as long as they do.