top of page
Safi Bello

When Navigating the New Tax Code, Investors Put Their Trust in Financial Advisors: TD Ameritrade Ins

TD Ameritrade press release ---------- Tax season is never easy for investors, but this year promises to be especially challenging as taxpayers think about their 2017 returns and plan for next year's filing. As a result of the sweeping Tax Cuts and Jobs Act that took effect Jan. 1, Americans are coming to grips with how the changes affect their wallets and mapping out steps to take this year. Though most Americans say they don’t completely understand how they will be affected, they do know they trust financial advisors more than any other source to guide them, investors reported in a recent TD Ameritrade Institutional recent survey.Americans & Taxes: An Individual Investor Survey , conducted for TD Ameritrade Institutional in late January, asked 1,000 investors with at least $10,000 in investable assets how they felt about the new tax law, its expected impact on the economy and what steps they may take in 2018 as a result of new rules. To learn more click on the picture below to read the release.

When Navigating the New Tax Code, Investors Put Their Trust in Financial Advisors: TD Ameritrade Institutional Survey - Read More from TD Ameritrade

1 view
Featured Posts
Recent Posts
Follow Us
  • Instagram
  • Pinterest
  • Tumblr Social Icon
bottom of page