Wealth Management Center

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


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November 9, 2016

Post-election update and year-end tax planning

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

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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Consider the options when helping grandchildren with college costs

Consider the options when helping grandchildren with college costs

Grandparents seeking to help grandchildren with college costs may contribute in several ways, with different types of accounts and benefits.

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Research and plan for the true cost of college

Research and plan for the true cost of college

Non-tuition college expenses make up a significant portion of the price of going to college, but you may need to research to calculate the true costs.

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Why a college student needs a health-care proxy to unlock barriers for parents

Why a college student needs a health-care proxy to unlock barriers for parents

Parents may face challenges trying to help their child in an emergency at college if they do not have a health-care proxy or power of attorney.

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Off to college? Parents need to consider this checklist

Off to college? Parents need to consider this checklist

Parents may want to discuss numerous topics with children going to college including paying bills, transportation, and seeking health care.

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Will fixing Social Security mean higher taxes and lower benefits?

Will fixing Social Security mean higher taxes and lower benefits?

Multiple recommendations have been made to fix Social Security and some strategies may be more costly for investors.

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Proposals in Congress aim to aid retirement and college savers

Proposals in Congress aim to aid retirement and college savers

While major legislation is unlikely to be passed during an election year, some smaller-scale bills to help savers could be advanced.

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Could an HSA strengthen your retirement plan?

Could an HSA strengthen your retirement plan?

An HSA (Health Savings Account) may offer certain investors tax-advantaged savings for future health costs in retirement.

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How much do you really pay in taxes?

How much do you really pay in taxes?

With a system that includes seven marginal tax rates, numerous surcharges, and an alternative minimum tax it can be difficult to determine a total tax bill.

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Don’t let creditors put your IRA savings at risk

Don’t let creditors put your IRA savings at risk

Creditor risk, which may be overlooked by investors, can erode retirement savings, particularly in an IRA account.

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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.