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
- 2020 tax rates, schedules, and contribution limits
- 2019 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)
- 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
- Tax strategies for the current landscape
- 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
- 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
- Tax rates lowered, deductions limited in tax law
- Many deductions changed in new tax law
- Estate planning remains vital
- Tax reform creates new deduction for small businesses
- New tax law influences individual planning
- College savings plans offer tax advantages