Tax Loophole Comparison Table: Rich vs. Middle Class
1) W-2 workers pay the highest marginal tax rates with little room for optimization.
2)Asset-based wealth benefits from capital gains, depreciation, and tax deferral.
3)Legal barriers (cost, complexity, and regulation) prevent most people from accessing these strategies.
4) Advisory costs for these strategies can range from $20,000 to $500,000/year in fees for high-net-worth individuals.