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.
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.
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.
Presidential nominees take a different stand on taxes
The two party's presidential nominees in the 2016 U.S. election have very different views on tax reform.
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.
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.
Upcoming decisions in D.C. may impact tax planning
Tax reform may be higher on the Capitol Hill agenda, but passage this year is unlikely.
Budget outlook may mean higher taxes
The federal budget deficit has improved in recent years, but projections estimate worsening conditions in a couple of years.