Will individuals pay more or less taxes for 2018?
Taxpayers will be calculating taxes under the new tax law for the first time for 2018 and learning whether they will owe more or less taxes this year.
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.
Strategies to manage the repeal of the advisory fee deduction
The repeal of miscellaneous deductions, including the advisory fee deduction, may have an impact on some taxpayers’ filings.
Cost-of-living increase among changes to Social Security in 2019
For investors preparing for or in retirement, two key changes to Social Security, including a cost-of-living increase take effect this year.
Key tax figures for 2019
A first step for investors in tax planning for the coming year is to determine their tax bracket and highlights of key tax figures can be helpful guide.
Tax reform enhances college savings plans
The Tax Cuts and Jobs Act resulted in the largest overhaul to the tax system in 30 years, including some key changes to 529 college savings plans.
Charitable IRA rollovers may gain traction under tax reform
With new limits on itemized deductions set by tax reform, senior investors may consider using a charitable IRA rollover provision to donate to charity.
Five estate planning considerations for year-end
Estate planning remains critical as investors seek to manage the distribution of assets as well as meet any state tax requirements.
Year-end considerations for smart income-tax planning
The tax reform law created a new tax landscape that could have a significant impact on year-end income-tax planning.
Three retirement planning topics for year-end meetings with investors
As year-end nears, retirement planning becomes a focus for investors, especially retirees who have year-end deadlines for retirement income distributions.