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Tag: IRA

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.

Trust strategies rattled by SECURE Act
Estate and Wealth Transfer

Trust strategies rattled by SECURE Act

The SECURE Act recast the rules for leaving retirement assets to heirs, creating challenges for beneficiaries and conflicts with certain trust strategies.

The dawn of a new 10-year rule for IRAs
Estate and Wealth Transfer

The dawn of a new 10-year rule for IRAs

The SECURE Act became law in December and introduced many changes to retirement accounts, including a new 10-year rule for IRAs signaling the repeal of the stretch IRA strategy.

Little-known strategy provides for IRA-to-HSA transfer
Retirement/Income

Little-known strategy provides for IRA-to-HSA transfer

A strategy that allows investors to make an IRA-to-HSA transfer may be used only once in a lifetime.

Don’t let creditors put your IRA savings at risk
Retirement/Income

Don’t let creditors put your IRA savings at risk

Creditor risk, which may be overlooked by investors, can erode retirement savings, particularly in an IRA account.

Non-hardship 401(k) withdrawals can expand investment opportunities
Retirement/Income

Non-hardship 401(k) withdrawals can expand investment opportunities

Some plan participants may use non-hardship 401(k) withdrawals to invest in individual retirement accounts.

Provision to make tax-free donations using an IRA is permanent
Taxes

Provision to make tax-free donations using an IRA is permanent

Retirees at age 70½ may direct IRA assets to a charity tax-free under a provision made permanent by Congress.

DOL unveils final fiduciary rule
DOL

DOL unveils final fiduciary rule

Certain elements of the DOL’s proposed fiduciary rule were modified in the final version released this week.

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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.

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

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