Bill Cass and Chris Hennessey discuss tax- and estate-planning ideas to guide year-end planning with clients. Topics also include changes to claiming Social Security benefits and the latest news on the DOL's fiduciary rule.
For informational purposes only. Not an investment recommendation.
This information is not meant as tax or legal advice. Please consult with the appropriate tax or legal professional regarding your particular circumstances before making any investment decisions. Putnam does not provide tax or legal advice.