Filed Under:Annuities, Variable

Advisors: Prep Affluent Clients for Higher Taxes Next Year

Photo credit: vitasmab2001
Photo credit: vitasmab2001

Election years always roil financial markets, but this year the situation is exacerbated by the European debt crisis and the ongoing debate on tax reform in Congress. With that in mind, political expert Andy Friedman of the Washington Update advised financial planners to prepare their affluent clients for higher taxes in the near future.

Friedman, below right, spoke during a webinar last week sponsored by Sammons Retirement Solutions to help financial advisors better understand the changing tax landscape and how it could impact their clients. William Lowe, presidents of Sammons Retirement Solutions, Inc., hosted the webinar.

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Nichole Morford

Nichole Morford
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