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Survey Results: Advisors Look to Tax-Deferred Products to Offset Risk of Fiscal Cliff

Retirement EducationA new survey by Jefferson National reveals that 8 in 10 fee-based advisors say that a offering tax-deferred growth would benefit clients as Congress considers higher taxes. Warren Hersch posted a summary of the report (linked here) that highlights some interesting findings from the survey. For instance, 75% of registered investment advisors (RIAs) report that their clients are anxious about the impact of the ominous fiscal cliff. Their clients’ primary concern is the likelihood of rising taxes. Also, a majority of RIAs report that their clients are worried about continued volatility in the market.

In order to address these concerns, RIAs are turning more towards tax deferred alternative investment strategies such as annuities. If you share these same concerns, be sure to seek educational material about the different types of annuities and understand their respective pros/cons. As always, seek out specialists in the retirement income field to ensure that your particular needs are optimally addressed.

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