October 19, 2010
Did you know?*
- There are approximately 76 million baby boomers
- They represent over $15 trillion in assets
- 61% are concerned about rising taxes and inflation
- Only 31% say their advisor has talked to them about their retirement goals
Beginning in 2011 tax laws may change, and not to the benefit for many investors. Unless new proposals pass by year-end to eliminate or modify these changes, investors need to be prepared for higher taxes.
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Tax changes offer advisors the opportunity to provide clients and prospects much-needed clarity and guidance at a critical point in their planning. While you may not be in the business of providing tax information, all indications are that investment professionals who are proficient in tax changes and the planning strategies they present, help differentiate you from the competition and add value to existing relationships. |
Downloadable materials include:
- Advisor Deep Dive: To help you get in front of the trends
- Advisor Action Plan
- Client Checklist
You can also find out more about Janus’ 45-minute client-use seminar that will help you in these tax discussions with clients and prospects.
Learn more from tools designed to help you bullet proof client relationships, uncover client assets and build relationships with other professionals.
Download Janus’ materials on Advising Boomers in a World of Higher Taxes.
Please consider the charges, risks, expenses and investment objectives carefully before investing. Please see a prospectus containing this and other information. Read it carefully before you invest or send money.
*Source: McKinsey and Company “Cracking the Retirement Code” 2008
Tax information contained herein is not intended or written to be used, and it cannot be used by taxpayers for the purposes of avoiding penalties that may be imposed on taxpayers. Such tax information and any estate planning information is general in nature, is provided for informational and educational purposes only, and should not be construed as legal or tax advice.
Funds distributed by Janus Distributors LLC (10/10)
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