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