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Category: Taxes

Year-end planning ideas under the CARES Act
Taxes

Year-end planning ideas under the CARES Act

As investors prepare for year-end planning, they may want to consider tax-smart strategies under the CARES Act.

Post-election outlook for taxes, planning: Webcast
Taxes

Post-election outlook for taxes, planning: Webcast

Amid uncertainty following the 2020 elections, market volatility is likely to continue: Webcast

Retirement savings tax advantages may change under Democratic proposals
Retirement/Income Taxes

Retirement savings tax advantages may change under Democratic proposals

Some tax proposals introduced by the Democratic presidential campaign may cause changes to retirement savings accounts.

Change in administration may mean tax changes
Taxes

Change in administration may mean tax changes

With uncertainty around the upcoming elections, it is not clear what types of tax changes may be implemented under a new administration.

Video: Consider a Roth to prepare for future taxes
Taxes

Video: Consider a Roth to prepare for future taxes

With the possibility of future higher tax rates, investors may want to consider strategies that can be implemented now such as a Roth IRA conversion.

Video: Tax rates may rise in the future
Taxes

Video: Tax rates may rise in the future

With the current economic pressures, some investors may be focusing on the tax landscape and the possibility of higher tax rates

Putnam pros discuss taxes in the run-up to the election
Taxes

Putnam pros discuss taxes in the run-up to the election

Putnam’s wealth management professionals share their views on taxes, the markets, fiscal policy, and the November election.

Planning as the pandemic response evolves
Taxes

Planning as the pandemic response evolves

The federal response to the pandemic continues to evolve, creating considerations for financial planning.

RMD waiver expanded for all investors in 2020
Taxes

RMD waiver expanded for all investors in 2020

The IRS released new guidance that expanded the RMD waiver for use by all investors in 2020.

Small-business owners need to act soon on loan program
Taxes

Small-business owners need to act soon on loan program

There is still funding available loans under the Paycheck Protection Program (PPP), but small-business owners need to apply before June 30, 2020.

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Putnam Investments
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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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