Wealth Management Center

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


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December 13, 2017

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Tax reform clears another hurdle

Tax reform clears another hurdle

A House-Senate conference committee will need to iron out the differences following Senate passage of a tax reform bill that differs from the House version.

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Potential changes to deductions make tax planning critical

Potential changes to deductions make tax planning critical

The current tax reform debate in Washington makes tax planning critical as year end approaches.

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Senate tax plan reveals big differences from House proposal

Senate tax plan reveals big differences from House proposal

The Senate revealed its tax plan last week, which differs significantly from the House version.

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Gifting strategy may provide tax advantage for some seniors

Gifting strategy may provide tax advantage for some seniors

Seniors age 70½ and older may benefit from a unique provision of individual retirement accounts (IRAs) when considering gifting strategies.

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House Republicans unveil tax reform plan

House Republicans unveil tax reform plan

House Republicans introduced a tax reform bill that would reduce tax rates, eliminate some taxes, and make changes to certain deductions.

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Managing risks in retirement? Consider a three-bucket strategy

Managing risks in retirement? Consider a three-bucket strategy

Investors may want to consider a three-bucket strategy to manage risks in retirement such as longevity and liquidity risk.

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Heirs of large estates may miss a valuable tax deduction

Heirs of large estates may miss a valuable tax deduction

Some large estates will owe estate taxes this year and there is a valuable tax deduction that is often overlooked.

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Understanding longevity is critical to retirement planning

Understanding longevity is critical to retirement planning

With longevity increasing, investors need to make sure their savings last as long as they do.

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Life events can be an opportune time to connect with the next generation

Life events can be an opportune time to connect with the next generation

When children inherit wealth from their parents, they may seek guidance elsewhere if they do not have a relationship with their parents' advisor.

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Administration unveils plan to cut taxes and simplify tax code

Administration unveils plan to cut taxes and simplify tax code

The Administration's tax reform plan proposes to cut taxes for individuals and corporations, raise standard deductions, and eliminate certain taxes.

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There’s still time to reverse course on a Roth IRA conversion

There’s still time to reverse course on a Roth IRA conversion

As the deadline approaches, there is still time for investors to reverse or recharacterize, a Roth IRA conversion.

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Planning for college: High school seniors close in on the finish line

Planning for college: High school seniors close in on the finish line

For families planning for college, the senior year of high school has many deadlines and preparations for parents and students.

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Planning for college: High school juniors sharpen focus on goals

Planning for college: High school juniors sharpen focus on goals

When planning for college, the junior year of high school is busy as parents look deeper into financial aid and juniors sharpen their focus on goals.

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Considerations for property loss in the wake of Hurricane Harvey

Considerations for property loss in the wake of Hurricane Harvey

In the wake of Hurricane Harvey homeowners may seek assistance in making claims for property loss.

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Planning for college: Considerations for high school freshmen and sophomores

Planning for college: Considerations for high school freshmen and sophomores

Planning for college for parents and students can begin as early as freshman and sophomore years in high school, and help families stay on track.

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Consider creating a checklist as students head off to college

Consider creating a checklist as students head off to college

Parents may consider creating a checklist for the financial considerations involved when students head off to college.

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Higher education tax breaks may be overlooked

Higher education tax breaks may be overlooked

There are several tax-advantaged provisions for higher education in the tax code that may be overlooked as multiple provisions may cause confusion.

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Don’t lose sight of discretionary spending in retirement plan

Don’t lose sight of discretionary spending in retirement plan

Planning for both discretionary spending as well as essential expenses is important when saving for retirement.

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House and Senate proposals include tax cuts in ACA repeal

House and Senate proposals include tax cuts in ACA repeal

Tax relief and the elimination of health insurance mandates could be realized if proposals to repeal the Affordable Care Act (ACA) advance on Capitol Hill.

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Trends in living arrangements require a fresh look at planning

Trends in living arrangements require a fresh look at planning

Because marital status plays a prominent role in financial rules, living arrangements such as non-traditional households may result in planning challenges.

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Soaring health costs create opportunity for HSAs

Soaring health costs create opportunity for HSAs

Many savers with access to HSAs are using these accounts to save for future health costs.

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$30T in wealth transfer creates opportunity

Advisors may consider expanding their value proposition and professional network to grow their business.

Top strategies for advisors when heirs inherit wealth

Learning about an investor's family can help advisors connect with the next generation.

Social strategies for meeting the next generation

Start with social media and expand to social events to reach out to the next generation of clients.

Use family meetings for more effective wealth transfer

Hosting a family meeting can help investors and their children focus on values, planning issues, and philanthropy.

College savings plans offer tax advantages

Explore tax-advantaged savings when planning for college.

Tax reform could take time to implement

Congress is beginning to focus on tax reform but it may take more than a year to complete.

Tax considerations when planning for lower tax rates

There are many tax strategies that may be considered now in anticipation of a reduction in tax rates in the near term.

Chris Hennessey is Professor Emeritus of Law at the Babson College School of Executive Education and member of the Putnam Investments Business Advisory Group. His opinions do not necessarily reflect those of Putnam Investments.