Chris Hennessey – Putnam Wealth Management

Beware the pitfalls of the portability rule, Posted on July 15, 2015 by Chris Hennessey in Estate and Wealth Transfer
Consider trusts for asset protection, Posted on June 10, 2015 (June 11, 2015) by Chris Hennessey in Estate and Wealth Transfer
Social Security strategies for singles, Posted on May 6, 2015 by Chris Hennessey in Retirement/Income
Tax advantages of college savings plans, Posted on April 9, 2015 by Chris Hennessey in College Savings
Help keep estate plans on track with these strategies, Posted on February 12, 2015 by Chris Hennessey in Estate and Wealth Transfer
Changes in tax thresholds impact 2015 planning, Posted on January 28, 2015 (February 19, 2015) by Chris Hennessey in Taxes
2015 tax rates, schedules, and contribution limits, Posted on December 11, 2014 by Chris Hennessey in Taxes
Charitable rollover, other tax breaks could make a comeback, Posted on November 4, 2014 (November 6, 2014) by Chris Hennessey in Taxes
There’s still time to undo a Roth conversion, Posted on September 25, 2014 by Chris Hennessey in Retirement/Income&Taxes
Consider the tax code when examining losses, Posted on September 4, 2014 (September 18, 2014) by Chris Hennessey in Insurance/Risk Management

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