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Category: Retirement/Income

Regulators implement new rollover rules
Retirement/Income

Regulators implement new rollover rules

Beginning in July, advisors and firms must follow new rollover rules issued by the Department of Labor.

For retirement reform, the next stop is the Senate
Retirement/Income

For retirement reform, the next stop is the Senate

Following House passage of the retirement reform bill known as SECURE 2.0, the next stop to advance this comprehensive bill will be in the Senate.

Looking beyond the basics of RMDs
Retirement/Income

Looking beyond the basics of RMDs

While many retirees know the basics of RMDs there are many aspects of the process that may not be fully understood.

SECURE 2.0 clears a key hurdle
Retirement/Income

SECURE 2.0 clears a key hurdle

The House passed SECURE 2.0 that expands on landmark retirement legislation enacted in 2019.

Changes to the 10-year rule could surprise retirement account heirs
Retirement/Income

Changes to the 10-year rule could surprise retirement account heirs

The IRS is proposing new rules for retirement account distributions including changes to the requirements of the 10-year rule for heirs.

Saving for retirement is one step, generating income is another
Retirement/Income

Saving for retirement is one step, generating income is another

Saving for retirement may be challenging but planning for retirement income can be even more complex.

Required distributions on inherited retirement accounts reduced in 2022
Retirement/Income

Required distributions on inherited retirement accounts reduced in 2022

New life expectancy table mean RMDs on inherited accounts will be reduced this year.

Retirees may keep more savings under new guidelines
Retirement/Income

Retirees may keep more savings under new guidelines

The Treasury Department updated the life expectancy projections used to calculate RMDs which may allow retirees to keep more savings longer.

Key changes for Social Security in 2022
Retirement/Income

Key changes for Social Security in 2022

The COLA adjustment is one of several key changes for Social Security for 2022.

Retiring abroad? Five things to consider
Retirement/Income

Retiring abroad? Five things to consider

An increasing number of Americans are looking to find better scenery and quality of life by retiring abroad.

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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.

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

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