Strategies to reduce AMT
About 4 million taxpayers each year get hit with the alternative minimum tax. Yet there are strategies for investors to try to mitigate or avoid the AMT.
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.
Consider strategies to take the bite out of the tax bill
There is still time for investors to implement tax-smart strategies before the close of the year.
New spending initiatives, tax reforms in White House budget
The President's $4.1 trillion budget proposes to eliminate sequestration, introduce new spending, and focus on tax reform
There is still time to be tax-smart before year-end
The end of the year is approaching but there are still tax-smart strategies that may be implemented.
Don’t get tripped up by the new tax thresholds
While the new federal tax law brought good news for most taxpayers, there may be confusion for others trying to determine when certain tax provisions apply. The tax reform...
Planning Idea
Five tax-saving strategies for 2013
With marginal tax rates rising for higher income levels, the reduction of some tax preference items, and a new Medicare investment income surtax, income tax planning should be a...