Planning Idea
Using Form 1040 to uncover opportunities
The IRS tax Form 1040 can be used to launch financial planning discussions.
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.
Planning Idea
Use the 1040 form to uncover opportunities for clients
During tax season, it’s common for both advisors and clients to be focused on tax filing forms. But tax forms may be used for more than just filing taxes....
