*2018 MFS Heritage Planning Survey: MFS conducted an online survey of 1,500 individual investors. MFS was not identified as the sponsor. To qualify, respondents had to have a household income of at least $50,000, be invested in mutual funds and make or share in the financial decisions for the household. Six hundred twenty-one females who use the services of a financial advisor participated in the survey.
This material should be used as helpful hints only. Each person's situation is different. You should consult your investment professional or other relevant professional before making any decisions.
MFS does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances.
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