Advisor-only Webcast | Unleashing the power of LinkedIn | June 12, 2018 | 1:15pm ET

Introducing PlanVisualizerTM

This powerful new tool shines a light on retirement plan design and participant readiness — at all ages and salary levels.

SEE HOW IT WORKS DOWNLOAD OVERVIEW (PDF)

Whether you're a plan participant or a plan sponsor, Putnam has designed its target-date strategies with your goals in mind. Built with convenient features, and to conserve wealth near retirement, the strategies can make retirement planning easier.

The glide path less traveled

More equities for early-career investors and more bonds near retirement are distinctive features of Putnam's target-date funds. Our new white paper explains how this approach is designed for more consistent outcomes for people saving for retirement.

Download our new white paper

Shaping the curve in glide path design

In designing an optimal glide path for a target date fund, it is critical to focus on portfolio size, investor time horizon, and volatility.

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MORE PERSPECTIVES POSTS

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Under tax reform, there is no turning back on a Roth conversion

Under tax reform, reduced marginal tax rates are lowering the cost of a Roth conversion, but the ability to reverse the move is eliminated.

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MORE WEALTH MANAGEMENT POSTS

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10 Instagram accounts for advisors to follow

These podcasts offer interesting, fun, and thoughtful ways to examine and discuss financial and investing themes.

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MORE ADVISOR TECH TIPS POSTS

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THE ECONOMY THIS WEEK
  • U.S. CPI and core CPI increased
  • U.S. consumer sentiment declined
  • Germany’s economic sentiment worsened

Read full report