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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 planning and outlook after the fiscal cliff
  • 10 income and estate tax planning strategies for 2013
  • 2013 tax rates, schedules, and contribution limits
  • Planning for the new 3.8% Medicare investment income surtax
  • 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
  • Historical tax rate chart
  • Donating IRA assets to a charity
  • Tax diversification worksheet
  • Unique financial planning challenges face growing ranks of non-traditional households

 

Video

  • 2013 tax outlook and planning strategies
  • NUA Rule: How can it benefit investors?

Client seminars

  • Taxes after the fiscal cliff: Planning opportunities in 2013
  • Using today’s wealth for tomorrow’s goals
  • Wealth Management resources

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


    • Taxes increase for certain taxpayers

      The 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 strategies

      Investors 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 planning

      Clients 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 plans

      Putnam’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.


  • 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.

  • This material is for informational purposes only. It should not be considered tax advice. You should consult your financial advisor to determine what may be best for your individual needs. Putnam does not provide tax advice. Tax laws are subject to change.

    By clicking on links to third-party sites, you will leave this Putnam Retail Management hosted property. Putnam Investments is not responsible for the content or services offered on linked websites. Use linked websites at your own risk. Carefully review the site's terms of service and privacy rules as they apply to you. Opinions or recommendations on any linked websites are those of independent providers and do not imply a recommendation from Putnam Investments, which is not responsible for inaccuracies or errors.

    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.

    Request a prospectus, a summary prospectus if available, or an offering statement from your financial representative, call Putnam at 1–800–225–1581, or click on the prospectus section to view or download a prospectus. The prospectus and offering statement include investment objectives, risks, fees, expenses, and other information about the funds and Putnam 529 for America that you should read and consider carefully before investing.

    Putnam Retail Management

  • More Blogs from Putnam

    • Advisor Tech Tips
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