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Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close

One of the powerful onboard features available to Monument Advisor Account holders is the ability to transfer wealth without the tax headaches of a large, single payment. Called the 'Non-Qualified Stretch' provision, this feature allows beneficiaries the flexibility to withdraw money from a Monument Advisor account, while continuing to benefit from the compounding power of low-cost tax deferral.


The calculator can illustrate how valuable the non-qualified stretch provision may be to Monument Advisor Owners and their heirs. Based on beneficiary ages, the tool calculates Required Minimum Distributions (RMDs) and factors the impact of those RMDs, other distributions, contributions, and underlying investment costs on the investment at prescribed rates of return, for up to three assigned beneficiaries. It can help investors determine, based on the needs of the beneficiaries, whether or not they may benefit from 'stretching' their Monument Advisor variable annuity investment to their heirs, instead of gifting it to them in one taxable, lump sum.

1 Owner Information

At least 21, but no more than 94.
At least one year after the Owner's current age, up to 100 years.

2 Investment Information

Must be at least $15,000, but no more than $10,000,000.
 
0.000 - 4.000%
Choose the state in which the annuity application would be filed.
0%
12%

Contributions/Withdrawals

Year 2018
Year 2045
Update Clear
Year 2018
Year 2045
Update Clear
Note: Contributions and Withdrawals are not required.

Customize the Contributions and Withdrawals

3 Beneficiary Information

Beneficiary Age Allocation Federal Tax Rate State Tax Rate  
Enter tax rate from 0% to 99%
 
Add Another Beneficiary Must equal 100%  

Have a different scenario? Call us 866.667.0564