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Category: Taxes

Gauge your tax bracket to drive tax planning at year-end
Taxes

Gauge your tax bracket to drive tax planning at year-end

There is one important number for investors to know that can drive tax planning strategies at year-end: their marginal tax bracket.

Year-end deadline approaches for opportunity zone tax break
Taxes

Year-end deadline approaches for opportunity zone tax break

Under a program created by the Tax Cuts and Jobs Act, investors can receive a tax break on capital gains if they invest those gains in an opportunity zone.

Planning strategies to prepare if taxes move higher
Taxes

Planning strategies to prepare if taxes move higher

As the federal budget deficit rises, it is likely that investors will see taxes move higher in the future.

The IRS is revising Form 1040 again
Taxes

The IRS is revising Form 1040 again

Less than a year after restructuring tax Form 1040, the Internal Revenue Service (IRS) is changing the document again.

Certain trusts may help lift the weight of a state tax burden
Taxes

Certain trusts may help lift the weight of a state tax burden

With tax deductions limited under tax reform, taxpayers in high-tax states may consider using incomplete non-grantor trusts to plan for state income taxes.

Preserving open space may deliver a tax break
Taxes

Preserving open space may deliver a tax break

Land designated with a conservation easement, including preserving open space, can offer tax advantages to a property owner.

Three planning considerations now that tax season is over
Taxes

Three planning considerations now that tax season is over

Now that the first tax season under tax reform is in the books, what are some tax planning considerations for the rest of the year.

Fewer estates taxed under tax reform, but state taxes still a concern
Taxes

Fewer estates taxed under tax reform, but state taxes still a concern

Under tax reform, the federal estate tax applies to fewer estates, yet more than a dozen states have estate or inheritance taxes.

New strategies emerge for Roth conversions
Taxes

New strategies emerge for Roth conversions

Under tax reform, taxpayers can still act on Roth conversions, but the option to recharacterize – or undo the conversion – is no longer available.

Estate planning considerations before the law sunsets
Taxes

Estate planning considerations before the law sunsets

Estate planning remains an important part of financial planning and here are some considerations before the estate tax law sunsets.

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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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