Putnam Wealth Management

Preserving and sustaining wealth for the future

Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.

Posts by: Putnam Investments

Year-end planning ideas

Tax- and estate-planning ideas including changes to claiming Social Security benefits and the latest news on the DOL’s fiduciary rule.

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Time for an IRA checkup?

Considering the many ways that an IRA can be used to help reduce taxable income, tax season is a good time for an IRA checkup — especially since investors...

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Make the most of tax deductions now

As year-end approaches, it can be beneficial for clients to connect with their tax professionals to get a better sense of their personal status and discuss potential strategies to...

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