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.
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.
Planning Idea
Five benefits of a SEP IRA to share with small business owners
While clients who own businesses may be focused on day-to-day business activity, they may not be planning for retirement. In fact, the Small Business Administration reported in 2012 that...
