Retirement Income
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
- When it's time to move 401(k) assets (pdf)
- Optimizing Social Security: Five things you need to know (pdf)
- Required minimum distributions and your IRA (pdf)
- Stretch IRA (pdf)
- 72(t): Looking for a way to supplement your income (pdf)
- Choose a sustainable withdrawal rate in retirement (pdf)
- Converting a Traditional IRA to a Roth IRA (pdf)
- Donating IRA assets to a charity (pdf)
- Net unrealized appreciation (pdf)
- Developing a tax-smart retirement income strategy (pdf)
- Tax diversification worksheet (pdf)
- Successful retirement planning must consider health-care factors (pdf)
- Three key things to understand about Medicare (pdf)
- In-service withdrawals (pdf)
- Planning for the 3.8% Medicare invest income surtax (pdf)
Client seminars
- Social Security: Five things you need to know (ppt)
- Strategies for sustainable income in retirement (ppt)
- Turning IRA assets into income (ppt)
- Rollover planning (ppt)
- Planning for health care in retirement (ppt)
- Retirement strategies for women (ppt)
Sales ideas and tools
- Roth IRA Conversion Evaluator
- Stretch IRA, RMD, 72(t) calculators
- Advanced strategies using Roth IRA conversion (pdf)