With major changes to estate and gift tax rules on the horizon in 2013, affluent investors should consider taking action now to plan a financial legacy. Download Putnam’s new investor education piece, Gifting opportunities in 2012, for details on:
Taxes increase for certain taxpayersThe passage of the American Taxpayer Relief Act of 2012 established new thresholds for tax increases on income, capital gains, and dividend tax rates.
Income tax planning strategiesInvestors need to be mindful of the implications from the new tax law when considering tax strategies in 2013.
Estate tax rules set new environment for planningClients and advisors should start by reviewing their current estate plans and key documents to find where the new law creates opportunities.
Exploring the advantages of college savings plansPutnam’s Wealth Management experts Bill Cass and Chris Hennessey and education savings specialist Judy Minsk discuss ways to assess college savings programs in light of current trends and market conditions.
Is a Roth conversion right for your clients?
Putnam's Roth IRA Conversion Evaluator is a quick and visual way to see if your client can benefit from a Roth conversion.