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Pursue reduced interest-rate risk with floating-rate bank ...
Floating-rate loans may reduce, but not eliminate, interest-rate risk. These loans are typically secured by specific collateral or assets of the issuer. (Holders of the loan, such as the fund, have a priority claim on those assets in the event of the issuer’s default or bankruptcy.)
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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.
IRA/403(b) Designation of beneficiary form
www.putnam.comFM305 12/15 2 of 4 Section 3 Beneficiary designations (continued) 3A: Primary beneficiary(ies): Percentages for primary beneficiaries must equal 100%.
Investor Education: 2018 tax rates, schedules, and ...
www.putnam.comand qualified dividend income — Deduction not available for specified service businesses, unless taxable income is below full phase-in amount described below
10 income and estate tax planning strategies
www.putnam.comTen income and estate tax . planning strategies for 2018. ... Medical expenses Expanded for 2017 and 2018 with a 7.5% ... Provides 10 income and estate tax planning ...
Coverdell ESA distribution request - Putnam …
www.putnam.comFM304 05/17 2 of 4 Section 4 Systematic distribution options Please indicate a date and frequency for systematic distributions. If no date is selected, Putnam will default to …
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.
IRA distribution request - Putnam Investments
www.putnam.comFM301 04/17 1 of 4 Use this form to request a complete, partial, or systematic distribution from your Putnam IRA or Beneficiary IRA. …
Transfer Request form for Nonretirement accounts
www.putnam.comTransfer for nonretirement accounts checklist Is a signature/medallion guarantee required? q Does the transfer amount exceed $100,000? q Are there any new owners/trustees being added to the registration?
Request for required minimum distribution (RMD)
www.putnam.comFM303 11/17 2 of 4 Section 4 Systematic distribution schedule Please indicate a date and frequency for systematic distributions. If the systematic distribution date falls on a weekend or a holiday, the distribution will
Politics and protectionism may ... - Putnam …
www.putnam.comDuring the second quarter, relatively little has . changed with regard to the path of the Trump administration’s trade policy. A 25% tariff on $34
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