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
- 2017 tax rates, schedules, and contribution limits
- 10 income and estate tax planning strategies for 2018
- Donating IRA assets to charity
- Planning for the new 3.8% Medicare investment income surtax
- 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
- 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
- Use each client’s 1040 tax form to increase business
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
