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
- Examining the Tax Cuts and Jobs Act
- 2018 tax rates, schedules, and contribution limits
- Understanding the impact of tax reform on small businesses
- 10 income and estate tax planning strategies
- Top questions for your CPA and estate planning attorney
- Transform a net operating loss into a tax-free Roth IRA
- Donating IRA assets to charity
- Planning for the new 3.8% Medicare investment income surtax
- Net unrealized appreciation (NUA)
- Income in respect of a decedent tax deduction
- Developing a tax-smart retirement income strategy
- Using investment losses to your advantage
- Historical tax rate chart
- Tax diversification worksheet
- Unique financial planning challenges face growing ranks of non-traditional households
- Converting a traditional IRA to a Roth IRA
Client seminars
- Examining the Tax Cuts and Jobs Act
- Strategies for sustainable income in retirement
- Using today’s wealth for tomorrow’s goals
Sales ideas and tools
Video
