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

My Company

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.

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