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.
Category: 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
Some tax proposals introduced by the Democratic presidential campaign may cause changes to retirement savings accounts.
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
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
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
Putnam’s wealth management professionals share their views on taxes, the markets, fiscal policy, and the November election.
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
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
There is still funding available loans under the Paycheck Protection Program (PPP), but small-business owners need to apply before June 30, 2020.