Affluent investors' understanding of tax-advantaged investments, like annuities, life insurance and 401(k)s, varies among demographic groups, according to a new poll.
Nationwide Financial reported Tuesday that the results of its recent online survey of 751 mass affluent investors, conducted by Harris Interactive, pointed to an opportunity for advisors to educate clients on the implications of new taxes.
"Our survey suggests that, while some may be very receptive to considering portfolio adjustments, others may need a little more proactive education from their advisor," Eric Henderson, senior vice president of life insurance and annuities for Nationwide Financial, said in a statement.
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