Wealth Management Center

Preserving and enhancing wealth for the future with financial-planning experts Bill Cass and Chris Hennessey


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Facing rising costs, college students seek varied pathways to meet goals

May 18, 2022  |  College Savings

A number of trends are emerging as college students seek a variety of ways to earn their degrees amid rising costs.

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Facing rising costs, college students seek varied pathways to meet goals
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March 8, 2022

Ideas to engage clients during tax season

Bill Cass, CFP®, CPWA®, Director Wealth Management Programs at Putnam
Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group

Facing rising costs, college students seek varied pathways to meet goals

Facing rising costs, college students seek varied pathways to meet goals

A number of trends are emerging as college students seek a variety of ways to earn their degrees amid rising costs.

More »

For retirement reform, the next stop is the Senate

For retirement reform, the next stop is the Senate

Following House passage of the retirement reform bill known as SECURE 2.0, the next stop to advance this comprehensive bill will be in the Senate.

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Saving still a priority as student loan forgiveness is debated

Saving still a priority as student loan forgiveness is debated

The future of student loan forgiveness proposals is still under debate highlighting the need to save for college.

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Looking beyond the basics of RMDs

Looking beyond the basics of RMDs

While many retirees know the basics of RMDs there are many aspects of the process that may not be fully understood.

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How to be smart about taxes in the year ahead

How to be smart about taxes in the year ahead

With the 2021 tax filing deadline over, it may be time to think about planning strategies for taxes for the rest of the year.

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Potential new taxes could drive businesses to change structure

Potential new taxes could drive businesses to change structure

Lawmakers are considering potential new taxes that could lead businesses to consider changing their structure from an S-Corp to a C-Corp.

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SECURE 2.0 clears a key hurdle

SECURE 2.0 clears a key hurdle

The House passed SECURE 2.0 that expands on landmark retirement legislation enacted in 2019.

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How business owners may maximize a valuable tax benefit

How business owners may maximize a valuable tax benefit

For some businesses, one of the most valuable tax benefits available is the deduction for qualified business income.

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Leading tax topics on the minds of financial advisors

Leading tax topics on the minds of financial advisors

SECURE Act regulations, the SALT deduction, and Roth IRA strategies were among the leading tax topics raised by financial advisors at a recent webcast.

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Four estate planning ideas for 2022

Four estate planning ideas for 2022

Consider these estate planning ideas this year that may help lessen the tax burden in the future.

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Changes to the 10-year rule could surprise retirement account heirs

Changes to the 10-year rule could surprise retirement account heirs

The IRS is proposing new rules for retirement account distributions including changes to the requirements of the 10-year rule for heirs.

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Some business owners may bypass the SALT deduction cap

Some business owners may bypass the SALT deduction cap

Many states are passing laws that allow certain business owners to bypass the SALT cap when filing their federal income tax return.

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New child tax credit form coming for the 2021 filing

New child tax credit form coming for the 2021 filing

Many taxpayers are receiving a new child tax credit form from the IRS to complete for their 2021 filing.

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Don't leave digital assets behind in the cloud

Don't leave digital assets behind in the cloud

When estate planning, people often focus on tangible possessions and may leave valuable digital assets behind.

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Planning ideas with potential higher rates on the horizon

Planning ideas with potential higher rates on the horizon

With the prospect of higher rates on the horizon here are some strategies for investors to consider now.

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Saving for retirement is one step, generating income is another

Saving for retirement is one step, generating income is another

Saving for retirement may be challenging but planning for retirement income can be even more complex.

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Required distributions on inherited retirement accounts reduced in 2022

Required distributions on inherited retirement accounts reduced in 2022

New life expectancy table mean RMDs on inherited accounts will be reduced this year.

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Key tax figures for 2022

Key tax figures for 2022

While most key tax figures for 2022 had only slight changes, there are areas where individuals may want to consider revisions to their tax strategy.

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Reach out to families as they prepare for holiday gatherings

Reach out to families as they prepare for holiday gatherings

Consider reminding parents that having everyone together at holiday gatherings can be a good time to address some key planning topics.

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Year-end planning review checklist

Year-end planning review checklist

A checklist can help investors assess personal finances for a year-end planning review to determine if action is needed.

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Five year-end planning ideas for retirement savings

Five year-end planning ideas for retirement savings

Here are some year-end planning considerations when reviewing your retirement savings plan.

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Retirement planning for the end of the year

The fourth quarter is an opportune time to take inventory of retirement accounts and review actions such as required minimum distributions and planning strategies before year-end.

Prepare clients for year-end planning

Gifting, required retirement distributions, and charitable donations are among many planning actions that need attention by the end of the year.

There's still time to implement tax-smart strategies

Determining an individual's tax bracket will drive which tax-smart strategies to implement, including managing income, capital gains and losses.

Some estate-planning benefits may be lost if not used

Investors may want to explore gifting and other estate-planning strategies to take advantage of tax benefits that may be limited.

Debt ceiling debate and federal budget on Capitol Hill agenda

As Congress faces a December deadline for the federal budget, the debt ceiling debate was moved up sooner than expected.

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.