Wealth Management Center

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


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May 17, 2017  |  1:15pm ET

Markets and policy: Trump's first 100 days

Bill Cass, CFP®, Director Wealth Management Programs at Putnam
Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group
Matt Beaudry, CIMA, Senior Investment Director

Tax breaks could be back under the microscope in tax reform debate

Tax breaks could be back under the microscope in tax reform debate

Tax advantages for health benefits, retirement contributions, and mortgage interest may come under Congressional scrutiny this year in a tax reform debate.

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Here are six tools to calculate Social Security claiming options

Here are six tools to calculate Social Security claiming options

How and when to claim Social Security benefits is one of the most important retirement and there are dozens of free online tools that offer some guidance.

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What is the future of Social Security?

What is the future of Social Security?

With Social Security expected to run out of reserves by 2034, reforming the entitlement program remains a priority issue for some lawmakers.

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Getting an early start on a Roth conversion may optimize the strategy

Getting an early start on a Roth conversion may optimize the strategy

A benefit of a Roth conversion is that investors may change their minds. An early start gives investors more time to assess the value of the strategy.

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Planning strategies may benefit estates of all sizes

Planning strategies may benefit estates of all sizes

Most estates may fall within the exemption level from federal estate taxes but investors still need to plan for the orderly transfer of wealth.

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Five strategies for reducing the tax bill in 2017

Five strategies for reducing the tax bill in 2017

Federal tax reform may or may not happen this year, but investors may benefit from planning strategies that can reduce their tax bill for 2017.

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Three planning ideas for small business owners

Three planning ideas for small business owners

Here are three planning ideas that may help entrepreneurs manage their business taxes and liabilities.

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Key tax figures for 2017

Key tax figures for 2017

Most tax figures will remain unchanged in 2017, according to the new tax schedule released by the Internal Revenue Service.

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At year-end, retirement distributions not always required

At year-end, retirement distributions not always required

Year-end is an opportune time to remind investors of situations where they are not required to take retirement distributions.

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Five ways Obamacare may change in 2017

Five ways Obamacare may change in 2017

Following more than a year of calling for the repeal and replacement of Obamacare, President-elect Donald Trump will take his case to Congress.

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Gifting and estate plans can be priorities at year-end

Gifting and estate plans can be priorities at year-end

Year-end can be a critical time for investors who want to take advantage of certain gift- and estate-planning strategies.

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What we might expect with a Trump administration agenda

What we might expect with a Trump administration agenda

Now that the election is over, many investors are focused on what’s next for policy items.

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Budgets, taxes, and debt on the ballot in 2016

Budgets, taxes, and debt on the ballot in 2016

The presidential candidates on the ballot in November take tax reform and spending policies in much different directions.

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Consider strategies to take the bite out of the tax bill

Consider strategies to take the bite out of the tax bill

There is still time for investors to implement tax-smart strategies before the close of the year.

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Now’s the time to review and act on retirement accounts

Now’s the time to review and act on retirement accounts

With different tax rules and penalties for forgotten distributions, it's important to review retirement accounts before the end of the year.

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Presidential nominees take a different stand on taxes

Presidential nominees take a different stand on taxes

The two party's presidential nominees in the 2016 U.S. election have very different views on tax reform.

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IRS sets its sights on family business transfers

IRS sets its sights on family business transfers

A proposal from the Internal Revenue Service (IRS) would change the way family-owned businesses are valued for family business transfers.

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Six steps to take to prepare for the fiduciary rule

Six steps to take to prepare for the fiduciary rule

The DOL’s fiduciary rule will affect the advice industry in 2017 and how advice experts prepare for that change could make a difference in their business.

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Deadline to undo a Roth IRA conversion is approaching

Deadline to undo a Roth IRA conversion is approaching

A Roth IRA conversion has a special provision that allows investors to undo the action. The deadline to reverse the action for 2015 tax year is approaching.

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Social Security isn’t just for seniors

Social Security isn’t just for seniors

It's not uncommon to see parents of retirement age with young children at home. In these families, children may be eligible for Social Security benefits.

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Rollover or stay? DOL fiduciary rule brings changes.

Rollover or stay? DOL fiduciary rule brings changes.

Rollovers are a leading driver of IRA assets and the DOL fiduciary rule will introduce new requirements for transactions involving IRAs next year.

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Year-end retirement planning

Review retirement accounts to act on required minimum distributions, Roth conversions, and savings strategies before the end of the year.

Year-end strategies to mitigate taxes

Determining your tax bracket is the first step in exploring tax-smart strategies.

Estate and gift planning strategies for year-end

Update gift and estate plans before year-end to ensure tax advantages are not lost.

Advisors prepare for new fiduciary rule

There are many ways advisors can prepare today for the implementation of the DOL’s fiduciary rule in 2017.

Where could the election drive taxes?

How do the presidential candidates differ on tax proposals, and what are the prospects for tax reform after the election?

New IRS proposal could impact family-owned businesses

IRS proposal could mean higher taxes when families transfer business ownership.

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.