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 from category: uncategorized

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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A net gain for NUA

An obscure rule for tax-savings on highly-appreciated company stock may be more appealing to clients following additional clarification and guidance from the Internal Revenue Service on the investment income...

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