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Investor Tax Concerns 2012

INVESTOR TAX CONCERNS 2012 $ - WHO IS WORRIED ABOUT TAX INCREASES IN 2012? Investors are split when it comes to whether or no yes 47% 53% not they believe that taxes will increase significantly in 2012 However, more women than men believe taxes will increase women men 57% 48% $ Investors with a net worth less than $100,000 anticipate significant tax increases in the coming year $100K - $500K $500K - $1 MM $1MM+ 53% 49% 49% < $100K 61% But, of all investors, business owners are 62% most likely to be concerned that their taxes will increase SO WHAT DO THEY PLAN TO DO ABOUT IT? The two most popular preventative measures investors plan to take are to: increase contributions in DC plans and to increase charitable giving 28% 19% increase contributions in DC plans (such as 401 (k) and 403(b) plans) increase charitable giving More than 1/3 of total investors plan to take no action, but younger investors plan to do the least Age < 40 Age 41 - 50 Age 51 - 60 Age 60+ 43% 31% 31% 37% $ - Spectrem's MILLIONAIRE BROUGHT TO YOU BY CORNER MILLIONAIRE CORNER FOR INVESTORS ABOUT INVESTORS 0000000000 00000 000● %24

Investor Tax Concerns 2012

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Millionaire Corner surveys and publishes data about the financial needs and preferences of investor households. This infographic represents the beliefs of affluent investors concerning potential tax i...

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Economy
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