LGBT couples may have to navigate unique planning considerations
The path to achieve many financial goals, such as estate planning, may present specific challenges for LGBT couples, particularly those who are not married.
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.
Three year-end planning reminders for investors
Despite the ongoing tax reform debate and potential for change, there are some key year-end planning considerations and deadlines that remain for 2017.
What we might expect with a Trump administration agenda
Now that the election is over, many investors are focused on what’s next for policy items.
Budgets, taxes, and debt on the ballot in 2016
The presidential candidates on the ballot in November take tax reform and spending policies in much different directions.
How much do you really pay in taxes?
With a system that includes seven marginal tax rates, numerous surcharges, and an alternative minimum tax it can be difficult to determine a total tax bill.
Federal budget deficit projections may signal higher taxes
Growing federal budget deficits may result in possible tax increases, influencing retirement planning
Planning Idea
Five tax-smart planning strategies for 2016
A new year brings opportunity to review tax planning strategies.
Planning Idea
Three planning ideas found in the tax schedule
A look at the latest tax rate schedule reveals tax-smart planning strategies to discuss with investors.
Planning Idea
It’s never too soon to talk about year-end planning
Consider these tax and estate-planning ideas for year-end planning.