Tax Fears Plague the (Rather) Wealthy


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.

How well they said their assets were tax-sheltered

In addition to tax-deferred savings plans, respondents said they viewed trusts and charitable gifts
as good ways to reduce taxes.
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, .


Year-end tax planning and what’s new for 2016

Practitioners need to consider several tax planning opportunities to review with their clients before the end of the year. This report offers strategies for individuals and businesses, as well as recent federal tax law changes affecting this year’s tax returns.


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