How to move Middle America to tax-advantaged strategies Blog added by Steve Savant on June 20, 2014
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

Sometimes advisors can be myopic in their marketing approach, focusing on the rate of return at the expense of other product features. Drawing conclusions on a large population can be fraught with over-generalizations. Middle America seems to trend conservative in their risk tolerance. A tactical planning option is to use a tax-diversification strategy that protects middle class money from taxation.

The views expressed here are those of the author and not necessarily those of ProducersWEB.
Reprinting or reposting this article without prior consent of Producersweb.com is strictly prohibited.
If you have questions, please visit our terms and conditions
Post Blog