print facebook linkedin twitter envelope arrow-left arrow-right chevron-down chevron-left chevron-right chevron-up menu more-horizontal search x
Skip to content
College SavingsEstate and Wealth TransferInsurance/Risk ManagementInvestmentsRetirement/IncomeTaxes   Search

Putnam Investments Putnam Wealth Management

More from Putnam
Blogs
Perspectives Advisor Tech Tips
Sites
Financial Advisors Individual Investors DC Investment Only Institutional Investors
  • College Savings
  • Estate and Wealth Transfer
  • Insurance/Risk Management
  • Investments
  • Retirement/Income
  • Taxes
Year-end planning ideas

Year-end planning ideas

November 15, 2015 | Putnam Investments

Bill Cass and Chris Hennessey discuss tax- and estate-planning ideas to guide year-end planning with clients. Topics also include changes to claiming Social Security benefits and the latest news on the DOL’s fiduciary rule.

Listen to the replay

More in: Taxes

Previous

Five considerations for year-end planning

Five considerations for year-end planning Tax-smart planning strategies for year-end

Next

Tax-smart planning strategies for year-end
Putnam Investments
Follow us

Any Putnam funds referenced in the above articles are not available for sale outside the United States.

Services provided by Putnam may not be available in all countries or to all investors. This content is not an offer to any investor who is not qualified under local law.

The views and opinions expressed are those of the fund manager above, are subject to change with market conditions, and are not meant as investment advice.

This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. Putnam, which earns fees when clients select its products and services, is not offering impartial advice in a fiduciary capacity in providing this sales and marketing material. This information is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change.

All funds and investment products involve risk, and you can lose money. See the prospectus for details. Any economic and performance information is historical and not indicative of future results.

If you are a U.S. retail investor: Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, contact your financial representative, call Putnam at 1-888-4-PUTNAM (1-888-478-8626), or click on the prospectus section to view or download a prospectus. Please read the prospectus carefully before investing.

A Member of the Power Financial Corporation Group of Companies™

In the United States, mutual funds are distributed by Putnam Retail Management.

Top