Products
Putnam Launches Roth IRA Resource Center
Putnam Investments has launched a new Roth IRA Conversion Resource Center for financial advisers.
Reported by Rebecca Moore
The Roth IRA Conversion Resource Center features the Putnam Roth IRA Conversion Evaluator, an interactive tool designed to facilitate a conversation between advisers and their clients and which provides results displayed upon a spectrum of how strongly or not clients should consider a Roth IRA conversion, depending upon their current tax situation, age, legacy wishes, and other factors, the announcement said.
The offering also provides advisers with support materials, including comprehensive Roth IRA conversion background, considerations for clients thinking about a conversion, information on conversion wealth management and tax strategies, to-do checklists, and letters than can be adapted to explain the new changes to clients.