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Welcome, we're PutmanGroup, a CPA & Wealth Management Firm in Irvine, CA. We understand that individuals and businesses face unique challenges as they build wealth and account for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is accounting, tax savings, preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
Social Security: Maximizing Your Social Security Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
$1 million in a diversified portfolio could help finance part of your retirement.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
There’s an alarming difference between perception and reality for current and future retirees.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Even low inflation rates can pose a threat to investment returns.
How will you weather the ups and downs of the business cycle?