Putnam Investments has launched a content-rich Roth IRA Conversion Resource Center, Putnam.com/roth2010, aimed a financial advisers.
The resource center offers a full range of information about traditional IRA conversions, how to evaluate whether they make sense and what investors should consider before converting, plus talking points an adviser can take their clients through in helping them make this decision. It also includes an IRA conversion calculator that weighs investor’s taxes, age, legacy wishes and other factors.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access