Taxes
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
- Important age milestones for financial planning (PDF)
- Three ways to offset income from a Roth conversion (pdf)
- 2024 tax rates, schedules, and contribution limits (pdf)
- 10 income and estate tax planning strategies (pdf)
- Donating IRA assets to charity (pdf)
- Converting a traditional IRA to a Roth IRA (pdf)
- Looking ahead to the expiration of the TCJA (pdf)