Mass-affluent investors are concerned about the impact of increased taxes on their investments and are open to learning more about annuities, 401(k)s and other tax-advantaged products, according to a recent poll by Nationwide Financial.
Investors with $150,000 to $249,000 in income are especially receptive to learning about annuities. Half of the investors in this income bracket said they want more education on the products, compared with 41% of the broader mass-affluent segment, as defined in the poll as those investors having investable asset of more than $250,000.
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