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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
Advisor Insights | November 10, 2014

Advanced Planning Techniques

Tax-Optimize Trusts with Investment-Only VAs

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.