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Tag: Social Security benefits

Trends in living arrangements require a fresh look at planning

Taxes

Trends in living arrangements require a fresh look at planning

Because marital status plays a prominent role in financial rules, living arrangements such as non-traditional households may result in planning challenges.

Here are six tools to calculate Social Security claiming options

Retirement/Income

Here are six tools to calculate Social Security claiming options

How and when to claim Social Security benefits is one of the most important retirement and there are dozens of free online tools that offer some guidance.

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This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. Putnam, which earns fees when clients select its products and services, is not offering impartial advice in a fiduciary capacity in providing this sales and marketing material. This information is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change.

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