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Tag: Roth IRA

Four tax planning considerations for year-end
Taxes

Four tax planning considerations for year-end

While tax rates are historically low, investors may want to review several tax planning considerations before year end.

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.

Video: Consider a Roth to prepare for future taxes
Taxes

Video: Consider a Roth to prepare for future taxes

With the possibility of future higher tax rates, investors may want to consider strategies that can be implemented now such as a Roth IRA conversion.

Strategies during a college gap year
College Savings

Strategies during a college gap year

While college students may decide to take a gap year, families can continue to plan for the completion of the college program.

Moving forward when RMDs are suspended
Retirement/Income

Moving forward when RMDs are suspended

The CARES Act provisions suspended RMDs for this year and may impact investors’ financial plans.

CARES Act loosens rules for retirement accounts
Estate and Wealth Transfer Insurance/Risk Management

CARES Act loosens rules for retirement accounts

Among the many provisions of the CARES Act are modifications of the rules involving retirement accounts to help both retirement savers and retirees.

Five planning strategies for volatile markets
Taxes

Five planning strategies for volatile markets

Volatile markets can present certain financial planning opportunities.

Video: Consider hedging against future higher tax rates with a Roth
Taxes

Video: Consider hedging against future higher tax rates with a Roth

Consider Roth IRAs and other tax efficient strategies when planning ahead for potential future higher taxes.

Saving for a rainy day is a priority for many in 2018
Insurance/Risk Management

Saving for a rainy day is a priority for many in 2018

Some investors start the new year with resolutions to improve their financial situation, and many include an emergency — or rainy day – fund for unexpected expenses.

After the celebration: New graduates focus on finances
Retirement/Income

After the celebration: New graduates focus on finances

Seeking advice and developing a financial plan can be critical for graduates navigating next steps after college.

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

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