Wealth Management Center
Preserving and enhancing wealth for the future with financial-planning experts Bill Cass and Chris Hennessey
March 30, 2017
In an uncertain policy environment, it may make sense for investors to also consider tax diversification when planning for retirement income.
ADVISOR-ONLY WEBCAST SERIES
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
Little-known strategy provides for IRA-to-HSA transfer
A strategy that allows investors to make an IRA-to-HSA transfer may be used only once in a lifetime.
How an LLC can help safeguard assets
A limited liability company (LLC) is among several strategies that may help protect assets from creditor risk.
Republicans take first step to repeal Obamacare
Congressional Republicans this week introduced the American Health Care Act in a move to repeal and replace the Affordable Care Act.
Create a roadmap for family in case of emergency
Creating instructions, much like a roadmap, can be among the most helpful item you can leave to family members trying to manage your estate.
Action plan helps families prepare for college
Having an action plan can help families and students prepare for college as they navigate the process throughout the high school years.
Consider these four strategies before interest rates rise
Investors are expecting more interest-rate hikes from the Fed in 2017. Here are some strategies to consider before interest rates rise.
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.
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.
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.
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.
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.
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.
Three planning ideas for small business owners
Here are three planning ideas that may help entrepreneurs manage their business taxes and liabilities.
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.
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.
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.
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.
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.
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.
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.
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.
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.