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High tax rates have been top of mind for advisors and their clients in recent years, particularly for high-income investors and the high-net-worth. The majority of advisors and their clients value tax deferral, but many are unaware of the full scope of its benefits. And to optimize client outcomes, a new generation of variable annuities is key.
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Jefferson National’s First Annual Advisor Authority Study Finds Robo-Advice Reality is Far Different from Perception