Putnam offers a wealth of resources to address all aspects of financial planning. Our investor education literature, seminars, videos, and tools can help you engage clients in meaningful conversations that can lead to useful solutions for them and business-building opportunities for you.
Investor Education
- 10 Roth IRA strategies
- Retirement plan options for business owners
- Understanding the CARES Act and its implications for individuals and businesses
- Understanding the SECURE Act and its impact on planning
- When it’s time to move 401(k) assets
- Optimizing Social Security: Five things you need to know
- Required minimum distributions and your IRA
- 72(t): Looking for a way to supplement your income
- Choose a sustainable withdrawal rate in retirement
- Converting a Traditional IRA to a Roth IRA
- Donating IRA assets to a charity
- Net unrealized appreciation
- Developing a tax-smart retirement income strategy
- Tax diversification worksheet
- Successful retirement planning must consider health-care factors
- Three key things to understand about Medicare
- In-service withdrawals
- Planning for the 3.8% Medicare invest income surtax
Client seminars
- Social Security: Five things you need to know
- Strategies for sustainable income in retirement
- Turning IRA assets into income
- Rollover planning
- Planning for health care in retirement
Sales ideas and tools
Worksheets
Video