The information gathered on the IRS tax form 1040 captures a lot about an individual's financial situation. The forms can also be used for talking points with a financial professional. Consider using the form to launch a variety of planning discussions.
The following table illustrates how line items on the 1040 can lead to specific planning opportunities.
For additional information, Putnam has a series of Investor Education articles. More details about the AMT are highlighted in "The alternative minimum tax: Tax-saving strategies," and "Should you consider a rollover IRA?" is a helpful document when engaging in an IRA checkup.
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For informational purposes only. Not an investment recommendation.
This information is not meant as tax or legal advice. Please consult with the appropriate tax or legal professional regarding your particular circumstances before making any investment decisions. Putnam does not provide tax or legal advice.
