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: 2

Key tax figures for 2018

The tax rate schedule, recently released by the Internal Revenue Service, includes key tax figures investors will need for financial planning.

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