Changes in investment strategy to minimize taxes among wealthy Americans, 2013

The statistic shows the results of a survey carried out among wealthy Americans in 2013. This statistic deals with investment strategies and whether or not they will be changed to minimize taxes. 69 percent of those surveyed stated that they are not planning on changing their investment strategy in order to minimize their tax bill.

Do you plan to change your investment strategy or seek tax efficient investments to minimize taxes due to recent tax law changes?

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Release date

May 2013


United States

Survey time period

February and March 2013

Number of respondents

711 respondents

Age group

18 years and older

Method of interview

Online survey

Supplementary notes

Age of respondents: Average 53 years old
-Age 18-32: 15 percent (Gen Y or Millennials)
-Age 33-48: 23 percent (Gen X)
-Age 49-67: 47 percent (Baby Boomers)
-Age 68+: 15 percent.

- 62 percent men
- 38 percent women.

The 711 people interviewed for this nationwide survey were high net worth or ultra high net worth individuals.

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