Financial professionals need useful, low-key ways to get prospects’ attention.
Near retirees are staggering through a blizzard of marketers’ efforts to get their attention.
Nationwide has come up with a possible way to shine a beam through all that snow: Tax tips.
The Nationwide Retirement Institute, a Nationwide affiliate, recently published the results of a survey of 1,031 U.S. adults ages 50 and older. Some of the questions were about taxes.
About 52% of the participants who were approaching retirement said they wished they knew more about how their income would be taxed in retirement.
About 40% of the near-retirees said they did not know what changes in their tax bracket might do to their post-retirement tax bills.