Taxes
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)
- Understanding charitable giving strategies (pdf)
- 10 Roth IRA strategies (pdf)
- 2023 tax rates, schedules, and contribution limits (pdf)
- 2022 tax rates, schedules, and contribution limits (pdf)
- 10 income and estate tax planning strategies (pdf)
- Transform a net operating loss into a tax-free Roth IRA (pdf)
- Donating IRA assets to charity (pdf)
- Net unrealized appreciation (NUA) (pdf)
- Developing a tax-smart retirement income strategy (pdf)
- Using investment losses to your advantage
- Tax diversification worksheet (pdf)
- Unique financial planning challenges face growing ranks of non-traditional households (pdf)
- Converting a traditional IRA to a Roth IRA (pdf)
- Looking ahead to the expiration of the TCJA (pdf)
- Top questions for your CPA and estate planning attorney (pdf)
Client seminars
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
- Where are tax rates headed?
- Roth conversions and other tax strategies
- Tax season planning under the TCJA
- A new perspective on tax deductions
- Optimize the small-business tax deduction
- Estate planning considerations before the law sunsets
- New strategies emerge for Roth conversions
- College savings plans offer tax advantages