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Category: Taxes

Leading tax questions on the minds of advisors from our webinar
Taxes

Leading tax questions on the minds of advisors from our webinar

Here are some of the top tax questions asked by advisors on our recent webinar.

Soaring federal debt signals future tax increases
Taxes

Soaring federal debt signals future tax increases

Given the current state of federal debt and solvency issues with entitlement programs, it is likely that revenue needs will lead to higher taxes.

Tax credits open door to new retirement plans
Taxes

Tax credits open door to new retirement plans

SECURE 2.0 provides tax credits for smaller businesses to establish workplace retirement plans.

Three ways to offset income from a Roth conversion
Taxes

Three ways to offset income from a Roth conversion

There may be planning opportunities to mitigate the taxes associated with a Roth conversion.

Taxpayers face challenges as tax provisions sunset in 2025
Taxes

Taxpayers face challenges as tax provisions sunset in 2025

Unless Congress acts, current tax rates and most tax provisions in the tax code will sunset in 2025.

How the expiring TCJA may impact taxes in the future
Taxes

How the expiring TCJA may impact taxes in the future

Most provisions of the TCJA will expire in 2025 but taxpayers still have time to plan ahead for potential higher taxes.

Time to prepare for tax season
Taxes

Time to prepare for tax season

Prepare in advance for tax season to make the most of your tax filing.

Ten income and estate tax planning ideas for 2023
Taxes

Ten income and estate tax planning ideas for 2023

Looking at the year ahead, individuals may want to explore opportunities to save more, reduce taxes, or revise their tax planning strategies.

SECURE 2.0 creates new backdoor Roth opportunity
College Savings Taxes

SECURE 2.0 creates new backdoor Roth opportunity

Beginning in 2024, the SECURE Act allows unused funds from a college savings plan to be transferred to a Roth IRA in a form of backdoor Roth strategy.

Key tax figures for 2023
Taxes

Key tax figures for 2023

Due to the surge in inflation, many key tax figures annually adjusted for inflation will increase in 2023.

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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.

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