Five strategies for reducing the tax bill in 2017
Federal tax reform may or may not happen this year, but investors may benefit from planning strategies that can reduce their tax bill for 2017.
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.
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Planning Idea
Three planning ideas for small business owners
Here are three planning ideas that may help entrepreneurs manage their business taxes and liabilities.
Planning Idea
Key tax figures for 2017
Most tax figures will remain unchanged in 2017, according to the new tax schedule released by the Internal Revenue Service.
What we might expect with a Trump administration agenda
Now that the election is over, many investors are focused on what’s next for policy items.
Budgets, taxes, and debt on the ballot in 2016
The presidential candidates on the ballot in November take tax reform and spending policies in much different directions.
Consider strategies to take the bite out of the tax bill
There is still time for investors to implement tax-smart strategies before the close of the year.
Presidential nominees take a different stand on taxes
The two party's presidential nominees in the 2016 U.S. election have very different views on tax reform.
Deadline to undo a Roth IRA conversion is approaching
A Roth IRA conversion has a special provision that allows investors to undo the action. The deadline to reverse the action for 2015 tax year is approaching.
How much do you really pay in taxes?
With a system that includes seven marginal tax rates, numerous surcharges, and an alternative minimum tax it can be difficult to determine a total tax bill.
Provision to make tax-free donations using an IRA is permanent
Retirees at age 70½ may direct IRA assets to a charity tax-free under a provision made permanent by Congress.