Putnam offers a wealth of resources to address all aspects of financial planning. Our investor education literature, seminars, videos, and tools can help you engage clients in meaningful conversations that can lead to useful solutions for them and business-building opportunities for you.
Investor Education
- Important age milestones for financial planning (PDF)
- Three ways to offset income from a Roth conversion (PDF)
- SECURE 2.0: Key provisions & planning considerations (PDF)
- Understanding charitable giving strategies (PDF)
- 10 Roth IRA strategies (PDF)
- 2024 tax rates, schedules, and contribution limits (PDF)
- 10 income and estate tax planning strategies (PDF)
- Transform a net operating loss into a tax-free Roth IRA (PDF)
- Donating IRA assets to charity (PDF)
- Net unrealized appreciation (NUA) (PDF)
- Developing a tax-smart retirement income strategy (PDF)
- Using investment losses to your advantage (PDF)
- Unique financial planning challenges face growing ranks of non-traditional households (PDF)
- Converting a traditional IRA to a Roth IRA (PDF)
- Looking ahead to the expiration of the TCJA (PDF)
- Top questions for your CPA and estate planning attorney (PDF)