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PUTNAM WEALTH MANAGEMENT

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Investors
 * College Savings
 * Estate and Wealth Transfer
 * Insurance/Risk Management
 * Investments
 * Retirement/Income
 * Taxes

Retirement/Income


SIX THINGS TO KNOW ABOUT SOCIAL SECURITY SURVIVOR BENEFITS

June 12, 2024

For married couples, it is important to understand the rules for claiming Social
Security survivor benefits in order to plan ahead.

Latest

Insurance/Risk Management Taxes


FINANCIAL PLANNING STRATEGIES FOR NEWLYWEDS

Here are some financial planning considerations and steps newlyweds may want to
take after the wedding.

College Savings


ADVISORS’ TOP 529 QUESTIONS, ANSWERED

Many families think about college savings during the month of May and seek to
learn more about 529 plans.

College Savings


REASONS WHY A GRANDPARENT-OWNED 529 PLAN MAY MAKE SENSE

Grandparents may want to explore funding a 529 plan for their grandchildren.
Here are some considerations such as the impact on estate plans and student aid.

College Savings


DECISION MADE: WHY 529 PLANS ARE A POPULAR CHOICE FOR EDUCATION SAVINGS

For families saving for college, 529 plans remain popular. Here are some key
facts about 529 plans.

Retirement/Income


IRS ALLOWING HEIRS TO SKIP RMDS IN 2024

Heirs with inherited retirement accounts can skip taking RMDs this year without
penalty under IRS guidance.

College Savings Taxes


CONSIDER A RESET OF COLLEGE SAVINGS WITH A 529 PLAN

Considering the broader tax benefits, 529 plans may be a more tax-efficient way
to save for college than custodial accounts.

Taxes


CONSIDER TAX PLANNING BEYOND THE FILING SEASON

With tax season over, some taxpayers may want to forget about taxes until next
year but there may be advantages to focusing on taxes beyond the filing season.

Estate and Wealth Transfer Taxes


HARNESSING THE POWER OF STEP-UP IN COST BASIS

For those looking to efficiently transfer wealth, here are some considerations
and strategies when planning for step-up in cost basis.

Estate and Wealth Transfer Taxes


DECIDING HOW TO PASS WEALTH TO HEIRS

Potential changes in estate and gift tax laws are causing some individuals to
review plans and choose how to pass wealth to beneficiaries.

Authors

Bill Cass, CFP®, CPWA®

Director of Wealth Planning at Franklin Templeton



Chris Hennessey

Lawyer and CPA, Wealth Planning Consultant at Franklin Templeton

Wealth Management Resources

Putnam offers a wealth of resources to help you engage clients in meaningful
conversations that can lead to useful solutions for them and business-building
opportunities for you.

 * College Savings
 * Estate and Wealth Transfer
 * Insurance/Risk Management
 * Investments
 * Retirement/Income
 * Taxes

Tax outlook and planning considerations

 * Client seminar – Distribution planning under the SECURE Act (PPT)
 * Understanding charitable giving strategies
 * 10 Roth IRA strategies
 * Converting a traditional IRA to a Roth IRA (PDF)
 * Apply a net operating loss to a Roth IRA conversion (PDF)
 * Top questions from advisors about taxes
 * Direction of estate taxes among top advisor concerns
 * Client seminar – Tax strategies for the current landscape (PPT)

 * 1
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 * …
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 * »

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Any Putnam funds referenced in the above articles are not available for sale
outside the United States.

Services provided by Putnam may not be available in all countries or to all
investors. This content is not an offer to any investor who is not qualified
under local law.

The views and opinions expressed are those of the fund manager above, are
subject to change with market conditions, and are not meant as investment
advice.

This material is for informational and educational purposes only. It is not a
recommendation of any specific investment product, strategy, or decision, and is
not intended to suggest taking or refraining from any course of action. It is
not intended to address the needs, circumstances, and objectives of any specific
investor. Putnam, which earns fees when clients select its products and
services, is not offering impartial advice in a fiduciary capacity in providing
this sales and marketing material. This information is not meant as tax or legal
advice. Investors should consult a professional advisor before making investment
and financial decisions and for more information on tax rules and other laws,
which are complex and subject to change.

All funds and investment products involve risk, and you can lose money. See the
prospectus for details. Any economic and performance information is historical
and not indicative of future results.

If you are a U.S. retail investor: Investors should carefully consider the
investment objectives, risks, charges, and expenses of a fund before investing.
For a prospectus, or a summary prospectus if available, containing this and
other information for any Putnam fund or product, contact your financial
representative, call Putnam at 1-888-4-PUTNAM (1-888-478-8626), or click on the
prospectus section to view or download a prospectus. Please read the prospectus
carefully before investing.

Putnam Retail Management, LP and Putnam Investments are Franklin Templeton
companies.

In the United States, mutual funds are distributed by Putnam Retail Management.

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