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Tax Fears Plague the (Rather) Wealthy

Please note: This item is from our archives and was published in 2001. It is provided for historical reference. The content may be out of date and links may no longer function.

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BY THE NUMBERS
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, www.lfg.com .