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.
well they said their assets were tax-sheltered
addition to tax-deferred savings plans,
respondents said they viewed trusts and charitable
gifts as good ways to reduce taxes.
This February 2001 survey polled 400 Americans who
were at least 35 years of age and had investable
assets of $250,000 or more.
Financial Group, Philadelphia, www.lfg.com .
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