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Tag: IRA

Leading tax questions on the minds of advisors from our webinar
Taxes

Leading tax questions on the minds of advisors from our webinar

Here are some of the top tax questions asked by advisors on our recent webinar.

Taxpayers face challenges as tax provisions sunset in 2025
Taxes

Taxpayers face challenges as tax provisions sunset in 2025

Unless Congress acts, current tax rates and most tax provisions in the tax code will sunset in 2025.

Five year-end planning ideas for retirement savings
Retirement/Income Taxes

Five year-end planning ideas for retirement savings

Year-end is an opportune time to review retirement savings plans and determine if any adjustments are needed.

Age milestones can trigger financial planning
Retirement/Income

Age milestones can trigger financial planning

Reaching certain age milestones can be significant for many different reasons, including financial planning.

Distribution planning under the SECURE Act
Estate and Wealth Transfer

Distribution planning under the SECURE Act

For some with inherited retirement accounts, next steps for distribution planning may be unclear under the SECURE Act rules.

Looking beyond the basics of RMDs
Retirement/Income

Looking beyond the basics of RMDs

While many retirees know the basics of RMDs there are many aspects of the process that may not be fully understood.

Five year-end planning ideas for retirement savings
Taxes

Five year-end planning ideas for retirement savings

Here are some year-end planning considerations when reviewing your retirement savings plan.

The tax bite on retirement income may surprise retirees
Retirement/Income

The tax bite on retirement income may surprise retirees

Challenges can emerge for investors who have not planned for the impact of taxes on retirement income.

Next steps for investors who withdrew funds under the CARES Act
Taxes

Next steps for investors who withdrew funds under the CARES Act

Individuals who withdrew retirement funds under the CARES Act have options for filing and paying taxes.

RMD waiver expanded for all investors in 2020
Taxes

RMD waiver expanded for all investors in 2020

The IRS released new guidance that expanded the RMD waiver for use by all investors in 2020.

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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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