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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

Estate and Wealth Transfer Taxes


HOUSE TAX PROPOSAL WOULD UPEND GRANTOR TRUSTS

October 6, 2021

The recent House tax proposal would upend grantor trusts and make planning more
difficult for those transferring wealth to heirs

Latest

Taxes


WILL THESE THREE TAX IDEAS CREEP BACK INTO LEGISLATIVE DEBATE?

There is a chance that several tax provisions not in the current bill could come
back in legislative debate as amendments.

Taxes


HOW TAX CHANGES MAY IMPACT SMALL BUSINESSES

There are several ways that small businesses may be impacted by the recent House
proposed tax changes.

Taxes


A GLANCE AT THE HOUSE TAX PROPOSALS

House Ways and Means Committee released its tax proposals totaling about $2
trillion in tax increases.

Taxes


TOP TAX QUESTIONS ON THE MINDS OF FINANCIAL PROFESSIONALS

As lawmakers debate spending bills on Capitol Hill, the leading tax questions on
the minds of advisors involve proposed changes to the tax code.

College Savings


COLLEGE-BOUND HIGH SCHOOLERS FOCUS ON A STRONG FINISH

The last two years of high school are important for college-bound students to
prepare.

College Savings


WHAT HIGH SCHOOL FRESHMEN NEED TO KNOW TO STAY ON TRACK FOR COLLEGE

For high school freshmen with college as a long-term goal, the high school years
are a critical time to focus more on preparing for college.

College Savings


IS COLLEGE STICKER SHOCK IMPACTING YOUR PLANS?

Some families may not fully understand the price of tuition and fees, leading
them to underestimate or overestimate what will be needed. And students may be
reconsidering their goal of higher education because they believe it’s too
expensive.

College Savings


CHANGES ON THE HORIZON FOR FAFSA

Last year, the coronavirus relief bill signed into law in late 2020 makes
several changes to the FAFSA filing process in the future.

College Savings


GOING AWAY TO COLLEGE? CONSIDER A HEALTHCARE PROXY

Families need to be aware of certain legal documents, such as a healthcare
proxy, that should be in place before a student leaves for college.

Authors

Bill Cass, CFP®, CPWA®

Director of Wealth Management Programs for Putnam



Chris Hennessey

Lawyer and CPA, Faculty Director, Babson College School of Executive Education,
member of the Putnam Business Advisory Group

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

 * 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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 * …
 * 55
 * »

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outside the United States.

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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
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carefully before investing.

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