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  2. Putnam Investments - Wikipedia

    en.wikipedia.org/wiki/Putnam_Investments

    Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Headquartered in Boston, Massachusetts, it has offices in London, Tokyo, Frankfurt, Sydney, and Singapore. Putnam is currently a subsidiary of Franklin Templeton Investments.

  3. 2003 mutual fund scandal - Wikipedia

    en.wikipedia.org/wiki/2003_mutual_fund_scandal

    On January 3, 2006, the SEC announced “that it filed charges against six former officers of Putnam Fiduciary Trust Company (PFTC), a Boston-based registered transfer agent, for engaging in a scheme beginning in January 2001 by which the defendants defrauded a defined contribution plan client and group of Putnam mutual funds of approximately ...

  4. Great-West Lifeco - Wikipedia

    en.wikipedia.org/wiki/Great-West_Lifeco

    Great-West Lifeco Inc. is a Canadian insurance-centered financial holding company that operates in North America (Canada and United States), Europe and Asia through five wholly owned, regionally focused subsidiaries. Many of the companies it has indirect control over are part of its largest subsidiary, The Canada Life Assurance Company; the ...

  5. 7 key IRA withdrawal dates for taxpayers: How to take ... - AOL

    www.aol.com/finance/7-key-ira-withdrawal-dates...

    3. The annual deadline for your first required IRA withdrawal. For a traditional IRA, you’ll need to take out your first RMD by April 1 of the year following the year you turn 73. For example ...

  6. I Need Cash Now. Can I Transfer My IRA into a Savings ... - AOL

    www.aol.com/finance/transfer-ira-savings-account...

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  7. How to Make Investments in Your Roth IRA - AOL

    www.aol.com/finance/investments-roth-ira...

    When you set up your Roth IRA account you will be asked to select investments you want to buy with your contributions. This choice is typically made in the form of a percentage. For instance, you ...

  8. Thomas H. Lee Partners - Wikipedia

    en.wikipedia.org/wiki/Thomas_H._Lee_Partners

    TH Lee Putnam Ventures is a technology-focused private equity firm affiliated with THL and Putnam Investments, a leading global money management firm. TH Lee Putnam Ventures manages $1.1 billion in capital commitments and has invested approximately $850 million in more than 43 companies since the firm's formation in 1999.

  9. What Tax Rules Apply to an IRA Rollover?

    www.aol.com/tax-rules-apply-ira-rollover...

    They request an indirect rollover distribution into a traditional IRA. The workplace retirement plan follows IRS rules and withholds 20% – or $20,000 – before handing over the remaining ...