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Free risk analysis from our Portfolio Solutions Group
View and compare over 30,000 funds, ETFs, and indexes. Create presentations. Free for advisors.
Helps plan sponsors compare glide paths to select a target-date strategy.
Final regulations deliver clarity on 10-year rule
With final regulations announced, heirs now have clarity on the 10-year rule for distributions from inherited retirement accounts.
Schwab’s new INTF platform lets you invest in low-cost Putnam funds (Y shares) without transaction fees.
Explore Putnam fundsWe are now part of Franklin Templeton.
Upcoming website changes
In the coming weeks, all mutual fund, ETF, 529, and closed-end fund information will move to the Franklin Templeton website. The links will redirect you to that site.
Access to your clients' Putnam accounts will not change
You can continue to log in here and there are no anticipated changes to account servicing, account numbers, or logins. You will receive communications before any changes.
For account support, please contact us.