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
- Important age milestones for financial planning (PDF)
- Three ways to offset income from a Roth conversion (PDF)
- SECURE 2.0: Key provisions & planning considerations (PDF)
- Five things you need to know about optimizing Social Security (PDF)
- Successful retirement planning must consider health care factors (PDF)
- Three key things to understand about Medicare (PDF)
- 10 Roth IRA strategies (PDF)
- Retirement plan options for business owners (PDF)
- Distribution planning under the SECURE Act (PDF)
- When it’s time to move 401(k) assets (PDF)
- 72(t): Looking for a way to supplement your income (PDF)
- Choose a sustainable withdrawal rate in retirement (PDF)
- Converting a Traditional IRA to a Roth IRA (PDF)
- Donating IRA assets to a charity (PDF)
- Net unrealized appreciation (PDF)
- Developing a tax-smart retirement income strategy (PDF)
- Tax diversification worksheet (PDF)
- In-service withdrawals (PDF)
- Optimizing Social Security: Five things you need to know (PDF)
- Required minimum distributions and your IRA (PDF)
- Successful retirement planning must consider health-care factors (PDF)
Client seminars
- Social Security: Five things you need to know (PPT)
- Strategies for sustainable income in retirement (PPT)
- Rollover planning (PPT)
- Planning for health care in retirement (PPT)
- Retirement strategies for women (PPT)
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
Sales ideas and tools