Gifting and estate plans can be priorities at year-end
Year-end can be a critical time for investors who want to take advantage of certain gift- and estate-planning strategies.
Putnam Wealth Management
Preserving and sustaining wealth for the future
Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
Consider strategies to take the bite out of the tax bill
There is still time for investors to implement tax-smart strategies before the close of the year.
Take action before year-end on these retirement strategies
Year-end planning presents an opportune time to focus on retirement strategies.
Planning Idea
Tax-smart planning strategies for year-end
Consider strategies like gifting and required minimum distributions in year-end planning.
Planning Idea
It’s never too soon to talk about year-end planning
Consider these tax and estate-planning ideas for year-end planning.
Planning Idea
Five year-end planning ideas that could reduce the tax bill
With tax bills among clients’ top concerns, year-end planning offers an opportune time to take advantage of tax-smart strategies and meet 2014 deadlines. Here are five year-end planning ideas...
Tax bracket drives strategies
Before taxpayers select year-end planning strategies, it’s important to first calculate their individual tax bracket. The marginal tax bracket will determine which strategies could be beneficial and drive all...
Year-end retirement planning priorities
As investors review their investments in the coming weeks, retirement planning is a priority, especially those strategies that involve year-end deadlines. Chris Hennessey identifies several areas that require action...
The urgency behind year-end planning
The end of year is a critical time for financial planning — with many strategies having a December 31 deadline. Chris Hennessey explains why urgency about financial planning moves...