Attention Advisors

Putnam fund shareholders are being asked to vote on important matters affecting their investments. Find details in this Q&A. (pdf)

Tax center

Welcome to the tax center. We have everything you need to navigate tax season.

Cost basis reporting

Regulations require brokers and mutual fund companies to provide cost basis reporting to the IRS for mutual fund shares acquired after January 1, 2012.

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IRA contribution reports

Check in with your clients about their investment strategies:

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From Wealth Management Center

Preserving and enhancing wealth for the future with financial-planning experts Bill Cass and Chris Hennessey

Harnessing the power of step-up in cost basis

Harnessing the power of step-up in cost basis

For those looking to efficiently transfer wealth, here are some considerations and strategies when planning for step-up in cost basis.

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Deciding how to pass wealth to heirs

Deciding how to pass wealth to heirs

Potential changes in estate and gift tax laws are causing some individuals to review plans and choose how to pass wealth to beneficiaries.

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Consider the options before taking action on company stock

Consider the options before taking action on company stock

For individuals considering a distribution or rollover it is important to understand the options around company stock in a retirement plan.

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