Year-end planning ideas under the CARES Act
As investors prepare for year-end planning, they may want to consider tax-smart strategies under the CARES Act.
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As investors prepare for year-end planning, they may want to consider tax-smart strategies under the CARES Act.
Amid uncertainty following the 2020 elections, market volatility is likely to continue: Webcast
The House last week introduced a bipartisan bill, known as Secure Act 2.0, to expand retirement plan participation and savings.
Some tax proposals introduced by the Democratic presidential campaign may cause changes to retirement savings accounts.
With uncertainty around the upcoming elections, it is not clear what types of tax changes may be implemented under a new administration.
With the possibility of future higher tax rates, investors may want to consider strategies that can be implemented now such as a Roth IRA conversion.
With the current economic pressures, some investors may be focusing on the tax landscape and the possibility of higher tax rates
Putnam’s wealth management professionals share their views on taxes, the markets, fiscal policy, and the November election.
In 2020, more taxpayers may be able to take tax deductions on their charitable giving as a result of provisions in the CARES Act.
The pandemic is taking a broad economic toll causing many workers to earn less which could reduce Social Security benefits in the future.