There’s still time to reverse course on a Roth IRA conversion
As the deadline approaches, there is still time for investors to reverse or recharacterize, a Roth IRA conversion.
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.
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.
Getting an early start on a Roth conversion may optimize the strategy
A benefit of a Roth conversion is that investors may change their minds. An early start gives investors more time to assess the value of the strategy.
Five strategies for reducing the tax bill in 2017
Federal tax reform may or may not happen this year, but investors may benefit from planning strategies that can reduce their tax bill for 2017.
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.
Deadline to undo a Roth IRA conversion is approaching
A Roth IRA conversion has a special provision that allows investors to undo the action. The deadline to reverse the action for 2015 tax year is approaching.
Income too high for a Roth IRA? Think again.
Strategies to help high earners use a Roth IRA to diversify retirement accounts.
Offset market losses with a Roth IRA conversion redo
October 15, 2015 is the deadline to recharacterize a Roth conversion
Planning Idea
Five year-end planning ideas that could reduce the tax bill
With tax bills among clients’ top concerns, year-end planning offers an opportune time to take advantage of tax-smart strategies and meet 2014 deadlines. Here are five year-end planning ideas...