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The most value a financial advisor can provide to clients is informed advice and solutions about how best to manage their wealth. 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. We hope you join the conversation, too. See commenting guidelines for details.

Taxes

Putnam offers a wealth of resources to address all aspects of financial planning. Our investor education literature, seminars, videos, and tools can help you engage clients in meaningful conversations that can lead to useful solutions for them and business-building opportunities for you.

Investor Education

  • Tax outlook for 2012 and beyond
  • 10 income tax and estate tax planning strategies for 2012
  • Capitalizing on tax clarity
  • Health-care reform and its impact on investors
  • Net unrealized appreciation (NUA)
  • Avoiding the alternative minimum tax (AMT)
  • Income in respect of a decedent tax deduction
  • Developing a tax-smart retirement income strategy
  • Using investment losses to your advantage
  • 2012 tax rates, schedules, and contribution limits
  • Historical tax rate chart
  • Donating IRA assets to a charity
  • Tax diversification worksheet
  • Gifting opportunities in 2012

 

Video

  • 2012 Tax Planning
  • NUA Rule: How can it benefit investors?
  • New taxes inside health-care reform

Client seminars

  • Planning opportunities in 2012: Capitalizing on the changing tax landscape
  • Using today’s wealth for tomorrow’s goals

  • Wealth Management resources

    • College Savings
    • Estate and Wealth Transfer
    • Insurance/Risk Management
    • Investments
    • Retirement/Income
    • Taxes

  • Tax smart opportunities for 2012

    Resources to help you navigate your planning conversations with clients

  • Wealth Management podcasts

    Listen to Bill Cass and Chris Hennessey discuss the 2012 tax outlook and planning strategies for clients.

  • Conference call replay

    IRA and tax season business-building ideas

  • Latest videos


    • The outlook for the federal budget deficit and entitlement programs


      How federal entitlement programs impact the national debt and why the current federal budget is unsustainable.

    • Income tax strategies and opportunities for investors

      A number of income tax strategies may help investors take advantage of the advantageous tax rates in 2012.

    • Estate tax strategies and opportunities for investors

      Potential estate tax planning opportunities for 2012.


  • Roth IRA Conversion Evaluator


    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.

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    Putnam 529 for America is sponsored by the State of Nevada, acting through the Trustees of the College Savings Plans of Nevada and the Nevada College Savings Trust Fund. Anyone may invest in the plan and use the proceeds to attend school in any state. Before investing, consider whether your state's plan or that of your beneficiary offers state tax and other benefits not available through Putnam 529 for America. If you withdraw money for something other than qualified higher education expenses, you will owe federal income tax and may face a 10% federal tax penalty on earnings. Consult your tax advisor. Putnam Retail Management, principal underwriter and distributor. Putnam Investment Management, investment manager.

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    © 1998-2011 Putnam Retail Management

  • More Blogs from Putnam

    • Absolute Return Blog
    • Putnam Perspectives
    • The Retirement Savings Challenge
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