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
- Distribution planning under the SECURE Act (PDF)
- Important age milestones for financial planning (PDF)
- Three ways to offset income from a Roth conversion (PDF)
- Five things you need to know about optimizing Social Security (PDF)
- Successful retirement planning must consider health care factors (PDF)
- Converting a Traditional IRA to a Roth IRA (PDF)
- Donating IRA assets to a charity (PDF)
- In-service withdrawals (PDF)
- Required minimum distributions and your IRA (PDF)