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Retirement/Income Resources

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 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

Client seminars

  • Social Security: Five things you need to know
  • Strategies for sustainable income in retirement
  • Rollover planning
  • Planning for health care in retirement

Sales ideas and tools

  • Roth IRA Conversion Evaluator
  • Stretch IRA, RMD, 72(t) calculators

Video

  • The SECURE Act makes sweeping changes to the retirement industry
  • SECURE Act changes the rules for heirs
  • Beneficiary selection needs careful attention under SECURE Act
  • SECURE Act may impact trust planning

Wealth Management Resources

Putnam offers a wealth of resources to help you engage clients in meaningful conversations that can lead to useful solutions for them and business-building opportunities for you.

  • College Savings
  • Estate and Wealth Transfer
  • Insurance/Risk Management
  • Investments
  • Retirement/Income
  • Taxes

Latest content

  • 10 Roth IRA strategies
Putnam Investments
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Any Putnam funds referenced in the above articles are not available for sale outside the United States.

Services provided by Putnam may not be available in all countries or to all investors. This content is not an offer to any investor who is not qualified under local law.

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.

All funds and investment products involve risk, and you can lose money. See the prospectus for details. Any economic and performance information is historical and not indicative of future results.

If you are a U.S. retail investor: Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, contact your financial representative, call Putnam at 1-888-4-PUTNAM (1-888-478-8626), or click on the prospectus section to view or download a prospectus. Please read the prospectus carefully before investing.

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In the United States, mutual funds are distributed by Putnam Retail Management.

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