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.
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.
A tax diversification strategy may help investors cover their bases
In an uncertain policy environment, it may make sense for investors to also consider tax diversification when planning for retirement income.
Four ways to put your tax refund to work for you
Whether saving for college, paying down debt, or planning for retirement there are many options for using your tax refund.
A state’s tax bite can impact your retirement plans
Investors are monitoring the shifting tax landscape as income tax rates and inheritance tax laws can vary widely by state.
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.
Income too high for a Roth IRA? Think again.
Strategies to help high earners use a Roth IRA to diversify retirement accounts.
Planning Idea
Five tax-efficient strategies for 2015
With tax reform proposals from the White House and the new Congress likely to spark debate, any potential tax code changes will face close scrutiny. Today, tax-efficient planning strategies...
IRS opens door to direct retirement assets to a Roth
For 401(k) participants with a mix of pretax and after-tax funds in their retirement plan, planning may be easier following a recent announcement from the Internal Revenue Service. The...
Planning Idea
There’s still time to undo a Roth conversion
It’s not too late for taxpayers to “undo” a Roth IRA conversion. The deadline to recharacterize — or reverse — the conversion is October 15. It’s an opportune time...