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

Category: Retirement/Income

Top advisor questions from our SECURE 2.0 webinar
Retirement/Income

Top advisor questions from our SECURE 2.0 webinar

Tax credits for start-up retirement plans, Roth strategies and easing rules around RMDs were among the top advisor questions about SECURE 2.0.

SECURE 2.0 key provisions to impact planning
Retirement/Income

SECURE 2.0 key provisions to impact planning

The SECURE 2.0 Act seeks to enhance retirement savings and will likely impact a variety of retirement planning and tax strategies.

SECURE 2.0 closes in on the finish line
Retirement/Income

SECURE 2.0 closes in on the finish line

SECURE 2.0 garnered significant bipartisan support in Congress and expands on the goals of the 2019 bill to help people save more for retirement.

Five year-end planning ideas for retirement savings
Retirement/Income Taxes

Five year-end planning ideas for retirement savings

Year-end is an opportune time to review retirement savings plans and determine if any adjustments are needed.

Five things to know about Roth IRA distributions
Retirement/Income

Five things to know about Roth IRA distributions

There are several key points for savers to consider as the rules around taking Roth IRA distributions differ from other types of retirement accounts.

Age milestones can trigger financial planning
Retirement/Income

Age milestones can trigger financial planning

Reaching certain age milestones can be significant for many different reasons, including financial planning.

Senate vote moves retirement reform one step closer to the finish line
Retirement/Income

Senate vote moves retirement reform one step closer to the finish line

Senate passage of the EARN Act moves retirement reform legislation closer to a vote before both chambers of Congress.

Regulators implement new rollover rules
Retirement/Income

Regulators implement new rollover rules

Beginning in July, advisors and firms must follow new rollover rules issued by the Department of Labor.

For retirement reform, the next stop is the Senate
Retirement/Income

For retirement reform, the next stop is the Senate

Following House passage of the retirement reform bill known as SECURE 2.0, the next stop to advance this comprehensive bill will be in the Senate.

Looking beyond the basics of RMDs
Retirement/Income

Looking beyond the basics of RMDs

While many retirees know the basics of RMDs there are many aspects of the process that may not be fully understood.

  • 1
  • 2
  • …
  • 15
  • »
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