Advisor-only Webcast | Questions your clients are asking now | June 16, 2022

Get to know Putnam's target-date strategies

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.

Information for plan sponsors:

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 white paper

The long-term investment case for stocks and bonds

The long-term investment case for stocks and bonds

A study of the long-term investment performance of stocks and bonds can offer insights for bond investors today.

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MORE PERSPECTIVES POSTS

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Understanding gifting rules before the sunset

Understanding gifting rules before the sunset

When the TCJA expires in 2025, the lifetime exclusion amount for gifting will be reduced, impacting gifting rules and decisions being made today.

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MORE WEALTH MANAGEMENT POSTS

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Refinitiv lipper fund awards

George Putnam Balanced Fund (PGEJX) R6 shares

Best Fund over 3 years and 5 years

Mixed-Asset Target Allocation Moderate Funds category

Putnam Income Fund (PINHX) R6 shares

Best Fund over 3 years

Core Bonds Funds category


See press release