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Tax
Tax Fears Plague the (Rather) Wealthy
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In a recent survey, moderately affluent individuals—worried they weren’t doing enough to protect their assets from taxes—said they’re exploring financial planning strategies once considered the exclusive province of the very wealthy. |
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| How well they said their assets were tax-sheltered |
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In addition to tax-deferred savings plans, respondents said they viewed trusts and charitable gifts
as good ways to reduce taxes. |
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| Note: This February 2001 survey polled 400 Americans who were at least 35 years of age and had investable assets of $250,000 or more.
Source: Lincoln Financial Group, Philadelphia, www.lfg.com . |
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