Glenn Frank understands the importance of asset location within a portfolio. Even more, research has shown that asset location can dramatically reduce taxes over time and reliably enhance overall performance by 100 bps or more. By investing his clients asset's in our IOVA, Monument Advisor, he allows them to save even more tax deferred.
Advisor Jorge Padilla works closely with clients on their estate plans. Without an effective plan for the transfer of wealth, his clients’ heirs may be subjected to a number of factors that can negatively impact the value of the legacy which they have worked hard to build. Learn how he leveraged Jefferson National’s Stretch Payout Option to give his clients more control over their legacies.
David Reyes helps his clients overcome the retirement income challenge through active management - but with high turnover comes tax consequences. To mitigate the tax burden and increase gamma, Reyes uses our IOVA, Monument Advisor, as his "tax protector", allowing his clients to enjoy even greater retirement income through the power of tax-deferral.
Weston Financial recommends trusts for estate tax planning and income tax planning. A trust also offers trustees control over how assets are distributed to beneficiaries. Wrapping it in our low-cost Monument Advisor IOVA offers unprecedented flexibility, upside, and control.
To manage strategies for maximum tax efficiency, fee-based advisor Wes Martin needed a simple, transparent investment solution with a broad selection of investment options. The low-cost Monument Advisor VA proved to be the solution that helps him meet the needs of his high-net-worth clients.