Potential changes to deductions make tax planning critical
The current tax reform debate in Washington makes tax planning critical as year end approaches.
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.
Consider a 529 plan for a tax-smart way to save for college
A 529 plan may be part of a strategy to utilize tax-advantaged savings to meet the rising cost of college.
