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
- Understanding charitable giving strategies (PDF)
- 10 Roth IRA strategies
- Understanding the SECURE Act and its impact on planning
- Examining the Tax Cuts and Jobs Act
- 2022 tax rates, schedules, and contribution limits
- 2021 tax rates, schedules, and contribution limits
- Understanding the impact of tax reform on small businesses
- 10 income and estate tax planning strategies
- 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)
- 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
- Wealth planning strategies for business owners
- Tax strategies for the current landscape
- Strategies for sustainable income in retirement
Sales ideas and tools
Video
- The SECURE Act makes sweeping changes to the retirement industry
- SECURE Act changes the rules for heirs
- Beneficiary selection needs careful attention under SECURE Act
- SECURE Act may impact trust planning
- Where are tax rates headed?
- Roth conversions and other tax strategies
- Tax season planning under the TCJA
- A new perspective on tax deductions
- Optimize the small-business tax deduction
- Estate planning considerations before the law sunsets
- New strategies emerge for Roth conversions
- College savings plans offer tax advantages