
Learn more and get 2021 tax resources, including information about capital gains for 2021, year-end tax estimates, tax rates for 2021, and more.

Putnam Perspectives
A look at leveraged loans and CLOs
A recent Active Insights podcast features a discussion of leveraged loans, and collateralized loan obligations (CLOs).
June 29, 2022

Wealth Management Ideas
Understanding gifting rules before the sunset
When the TCJA expires in 2025, the lifetime exclusion amount for gifting will be reduced, impacting gifting rules and decisions being made today.
June 29, 2022
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See tools and service optionsCapital Markets Outlook | Q2 2022

The end of the Great Moderation
Russia's invasion of Ukraine may stop the string of more moderate business cycles since 1982 and raise the risk of recession.
More »Equity Insights | Fixed Income Outlook
Advisor Tech Tips

For advisors, connecting with Gen Z presents a unique challenge and opportunity.
May 11, 2022
Headlines you need to know this week — June 28, 2022
Save early and save more, retirees advise Most retirees (70%) in a recent survey said they would advise younger workers to start saving early and save more. According to the report, 49% said they wished they had planned earlier for retirement. Among those retirees who did not start working with an advisor until closer to retirement, 57% said they could have benefited from meeting with an advisor earlier in their career. Only 42% of respondents had a written financial plan. Among respondents who said they're paying different taxes than expected, 60% are paying more.
Proposed bill would allow rollovers from 529 plans A new bill would allow rollovers of unused funds from 529 college savings plans without penalty. The College Savings Recovery Act, introduced by Senators Richard Bur and Bob Casey, would allow the rollover of 529 funds into Roth IRAs without a penalty. Under current law, families are penalized for withdrawing unused funds from 529 plans if their child does not go to college or completes their degree without using all the money. The penalty is 10% on the earnings portion of the funds.
Millennials cautious about finances Having gone through several financial crises, Millennials are more cautious about their finances, according to a recent survey. In fact, 56% of Millennials reported they felt confident about protecting their finances in the event of another economic downturn. Other generations were not as confident, with 43% of Generation X and 33% of baby boomers noting they were confident. Most Millennials said they also felt confident about their retirement savings, and 83% noted they had a strategy in place to guard against market risk.
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Putnam’s Chief Information Officer discusses how our Covid response led the firm to be more data driven and why tec… https://t.co/t7NoAaXQIO
Here are some possible future tax changes that could impact your tax-planning strategy. https://t.co/rwmfFiPEQs
In our view, the U.S. will likely avoid a recession this year. Still, the Fed’s hawkish tone on policy, slowing eco… https://t.co/hTorjBlrW5
Here are six tax planning ideas for investors to consider when stock markets fall. https://t.co/cyZ7o1ZtL1
We’re proud to observe the Juneteenth holiday as a day of celebration, reflection, and conversation. https://t.co/D5kQI9xBij
The Putnam Black Professional Network hosted a hybrid event honoring Juneteenth last week. Associates learned more… https://t.co/zxWl5f6UaG
Putnam is a proud partner of the 2022 NBA Eastern Conference champs @Celtics It’s all about 18 ☘… https://t.co/2hkFEV3KsB
We’ll be watching as our partner and major winnah Keegan Bradley returns home for the 2022 #USOpen https://t.co/fGAB1xwb22
When it’s time to move 401k assets. Here is what investors may anticipate from their advisor when choosing a rollov… https://t.co/kWORjSfvVr
Game 4 tonight! Putnam is a proud partner of the 2022 NBA Eastern Conference champs @Celtics It’s all about 18 ☘… https://t.co/gbLmRCVfC2
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