About the Authors
Preserving and enhancing wealth for the future with financial-planning experts Bill Cass and Chris Hennessey
William Cass, CFP®, CPWA®
Director of Wealth Management Programs for Putnam. He speaks regularly throughout the country to groups of financial advisors and investors on a wide range of financial planning topics, focusing on areas such as effective retirement income strategies, tax legislation developments, personal risk management, and efficient wealth transfer.
Lawyer and CPA, Faculty Director, Babson College School of Executive Education, is a member of the Putnam Business Advisory Group. Chris has extensive consulting experience in finance, investments, taxes, and estate planning.
Charitable IRA rollovers may gain traction under tax reform
With new limits on itemized deductions set by tax reform, senior investors may consider using a charitable IRA rollover provision to donate to charity.
Chris Hennessey is the Faculty Director of 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.