To navigate complex financial markets, investors deserve an ally. Study after study confirms that investors benefit from working with financial advisors who can help develop and maintain a long-term strategy.
Estate and Wealth Transfer
Putnam offers a wealth of resources to address all aspects of financial planning. Our investor education literature, seminars, videos, and tools can help you engage clients in meaningful conversations that can lead to useful solutions for them and business-building opportunities for you.
Investor Education
- 10 income and estate tax planning strategies for 2017 (pdf)
- A closer look at the current estate and gifting tax rules (pdf)
- Income in respect of a decedent tax deduction (pdf)
- Stretch IRA (pdf)
- Business succession planning (pdf)
- Unique financial planning challenges face growing ranks of non-traditional households (pdf)
Client seminars
Video
- Estate planning strategies shift with higher exemption levels
- Low-interest-rate environment can make some strategies more attractive
- $30T in wealth transfer creates opportunity
- Top strategies for advisors when heirs inherit wealth
- Social strategies for meeting the next generation
- Use family meetings for more effective wealth transfer
Sales ideas and tools
- Year-end planning ideas (pdf)