- Converting a Traditional IRA to a Roth (PDF)
- Business succession planning (PDF)
- Developing a "tax-smart" retirement income strategy (PDF)
Did you know?
Financial planning experts Bill Cass and Chris Hennessey offer weekly insights to help your clients with complex financial matters.
Visit Wealth Management Center
Intergenerational wealth transfer
Wealth Management Center resources
Advisor Tech Tips
How businesses use Snapchat to engage with Millennials
Snapchat is worth noting for advisors focusing on Millennials as part of an intergenerational wealth transfer strategy. Read Post
Visit Advisor Tech Tips
Learn the art of advising clients from a seasoned veteran.
Don Connelly,Founder and CEO,
Don Connelly and Associates, LLC
Putnam Investments' Millennial Money program is designed to help advisors understand the generation of investors born between 1980 and 2000, and the opportunity they present as prospective clients.
View the presentation (PPT)