Investors are expecting more interest-rate hikes from the Fed in 2017. Here are some strategies to consider before interest rates rise.
Wealth Management resources
Putnam offers a wealth of resources to help you engage clients in meaningful conversations that can lead to useful solutions for them and business-building opportunities for you.
Wealth Management Spotlight:
Intergenerational Wealth Transfer
Tax advantages for health benefits, retirement contributions, and mortgage interest may come under Congressional scrutiny this year in a tax reform debate.
How and when to claim Social Security benefits is one of the most important retirement and there are dozens of free online tools that offer some guidance.
With Social Security expected to run out of reserves by 2034, reforming the entitlement program remains a priority issue for some lawmakers.
A benefit of a Roth conversion is that investors may change their minds. An early start gives investors more time to assess the value of the strategy.
Most estates may fall within the exemption level from federal estate taxes but investors still need to plan for the orderly transfer of wealth.
Federal tax reform may or may not happen this year, but investors may benefit from planning strategies that can reduce their tax bill for 2017.
Here are three planning ideas that may help entrepreneurs manage their business taxes and liabilities.
Most tax figures will remain unchanged in 2017, according to the new tax schedule released by the Internal Revenue Service.
Year-end is an opportune time to remind investors of situations where they are not required to take retirement distributions.