Putnam Wealth Management

Preserving and sustaining wealth for the future

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.

Tax bracket drives strategies

Before taxpayers select year-end planning strategies, it’s important to first calculate their individual tax bracket. The marginal tax bracket will determine which strategies could be beneficial and drive all...

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