Tax-planning ideas and opportunities in the muni market

Tax-planning ideas and opportunities in the muni market

As investors prepare for changes that could be in store under the Biden administration and Congress, the potential for a new tax landscape may be the focus of conversations with investors. In fact, the American Families Plan proposes tax increases on ordinary income, capital gains and dividends, and transferred wealth.

Given the possibility of higher taxes in the future, investors may consider reviewing their existing financial plans now to make sure they are taking advantage of tax-efficient strategies under the current tax rules.

In a recent webcast series, hosted by Cathy Saunders, Head of Public Policy & Advocacy, Putnam Investments, Bill Cass, Director, Wealth Management Programs, Putnam Investments, and Paul Drury, CFA, Portfolio Manager, Tax Exempt Fixed Income Group, Putnam Investments, discuss their outlook for taxes, tax-planning ideas, and the municipal bond market.

Financial professionals (login required) may access the webcasts below.

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California video

New Jersey/New York video


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