Search results with tag "Putnam investments"
Equities face skepticism over rates ... - Putnam Investments
www.putnam.comPutnam Investments | putnam.com 3 Housing and auto sales have weakened 0 65 0 75 80 8 University of Michigan Survey: Buying Conditions for Houses Good (index level)
10 income and estate tax planning ... - Putnam Investments
www.putnam.comVisit putnamwealthmanagement.com for the latest tax and financial planning ideas from Putnam. Ten income and estate tax planning strategies for 2021 Key tax facts for 2021 Highest marginal tax rates 37% on taxable income exceeding $523,600 for single filers ($628,300 for couples),
Disclosure for ERISA 408(b)(2) Reporting - Putnam Investments
www.putnam.com2 Putnam Stable Value Fund CUSIP 74686Q504 (75 bps management fee) SBIC with an unaffiliated investment manager), are reflected in the interest rates credited under the
IRA distribution request - Putnam Investments
www.putnam.comwithholding election in Section 5. Note: Providing a phone number above will replace the current contact information on file with Putnam (if applicable). If this field is left blank, no changes will be made. Section 2 Type of distribution I request the following (check one): Distribution o Normal; distribution made at age 59 1/2 or older
Investor Education: 2022 tax rates, schedules, and ...
www.putnam.comInvestor Education: 2022 tax rates, schedules, and contribution limits Author: Putnam Investments Subject: Provides a detailed look at 2022 tax rates, schedules, and contribution limits. Created Date: 11/30/2021 9:37:02 AM
Examining the Tax Cuts and Jobs Act - Putnam Investments
www.putnam.comsurtax on net investment income that applies to individuals with a modified adjusted gross income of over $200,000.
IRA Beneficiary distribution form - Putnam Investments
www.putnam.comFM313 01/19 3 of 10 Section 3 Spouse beneficiary instructions (required only for a spouse beneficiary) Assets will be transferred in kind unless otherwise indicated on this form, a separate letter of instruction, or a new account application.
Investor Education: 2018 tax rates ... - Putnam Investments
www.putnam.comOver425,800 $ Over $479,000 20% Additional 3.8% federal net investment income (NII) tax applies to individuals on the lesser of NII or modified AGI in excess of $200,000 (single) or $250,000
Investor Education: 2017 tax rates, schedules, and ...
www.putnam.comTitle: Investor Education: 2017 tax rates, schedules, and contribution limits Author: Putnam Investments - cvattay Subject: Provides a detailed look at 2017 tax rates, schedules, and contribution limits.
Putnam Stable Value Fund - Putnam Investments
www.putnam.comPutnam Stable Value Fund 1 Report of Independent Auditors To theTrustee of the Putnam Stable Value Fund We have audited the accompanyingfinancial statements ofPutnam …
Putnam PanAgora Risk Parity Fund
www.putnam.comTitle: PanAgora Risk Parity Y Share Fund Fact Sheet Author: Putnam Investments - vignette Subject: This quarterly fact sheet provides performance information, top holdings and sectors, and other essential facts for the fund.
Putnam Dynamic Asset Allocation Balanced Fund
www.putnam.comTitle: Dynamic Asset Allocation Balanced Fund A Share Fact Sheet Author: Putnam Investments Subject: This quarterly fact sheet provides performance information, top holdings and sectors, and other essential facts for the fund.
Putnam Sustainable Leaders Fund
www.putnam.comTitle: Sustainable Leaders Y Share Fund Fact Sheet Author: Putnam Investments - vignette Subject: This quarterly fact sheet provides performance information, top holdings and sectors, and other essential facts for the fund.
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