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Tag: 401(k)

College grads: Consider financial actions for your next steps
Taxes

College grads: Consider financial actions for your next steps

Building a solid financial strategy may be the most important first step to help college grads achieve their dreams.

Birthdays may signal time to take financial action
Taxes

Birthdays may signal time to take financial action

In addition to birthdays and life changes, such as retirement, age milestones are meaningful for financial planning.

Key tax figures for 2023
Taxes

Key tax figures for 2023

Due to the surge in inflation, many key tax figures annually adjusted for inflation will increase in 2023.

Regulators implement new rollover rules
Retirement/Income

Regulators implement new rollover rules

Beginning in July, advisors and firms must follow new rollover rules issued by the Department of Labor.

When to choose a non-hardship 401(k) withdrawal
Retirement/Income

When to choose a non-hardship 401(k) withdrawal

Some 401(k) plans allow investors age 59½ to take a non-hardship 401(k) withdrawal, providing the option to transfer savings to an IRA without penalty.

The tax bite on retirement income may surprise retirees
Retirement/Income

The tax bite on retirement income may surprise retirees

Challenges can emerge for investors who have not planned for the impact of taxes on retirement income.

Next steps for investors who withdrew funds under the CARES Act
Taxes

Next steps for investors who withdrew funds under the CARES Act

Individuals who withdrew retirement funds under the CARES Act have options for filing and paying taxes.

Retirement savings tax advantages may change under Democratic proposals
Retirement/Income Taxes

Retirement savings tax advantages may change under Democratic proposals

Some tax proposals introduced by the Democratic presidential campaign may cause changes to retirement savings accounts.

Could an HSA strengthen your retirement plan?
Retirement/Income

Could an HSA strengthen your retirement plan?

An HSA (Health Savings Account) may offer certain investors tax-advantaged savings for future health costs in retirement.

Don’t let creditors put your IRA savings at risk
Retirement/Income

Don’t let creditors put your IRA savings at risk

Creditor risk, which may be overlooked by investors, can erode retirement savings, particularly in an IRA account.

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The views and opinions expressed are those of the fund manager above, are subject to change with market conditions, and are not meant as investment advice.

This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. Putnam, which earns fees when clients select its products and services, is not offering impartial advice in a fiduciary capacity in providing this sales and marketing material. This information is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change.

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If you are a U.S. retail investor: Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, contact your financial representative, call Putnam at 1-888-4-PUTNAM (1-888-478-8626), or click on the prospectus section to view or download a prospectus. Please read the prospectus carefully before investing.

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In the United States, mutual funds are distributed by Putnam Retail Management.

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