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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

Financial Planning: A Strategic Approach to Managing Taxes

 

In a recent Financial Planning article, Jefferson National’s Chief Investment and Research Officer Tom Quinn introduces a solution to the topic many clients dread to discuss, taxes.

Taxes can be clients’ biggest expense—as much as 50 % in taxes a year, when federal, state and local taxes are combined. Taxes are not only a costly out-of-pocket expense, but also a drain on performance of their portfolios—especially for the high-net-worth clients.

However, there are solutions to the tax burdens. As Tom Quinn’s recent Investing Insights study shows, advisors can implement a more strategic approach to managing taxes by using asset location. It is a proven strategy to mitigate the impact of taxes and increase returns 100-200 bps per year—without increasing risk. As Mr. Quinn notes, “To maximize tax deferral to its fullest potential, asset location is a strategy that is simple, predictable and reliable.”

His article goes on to describe which clients can benefit most, as well as outlining a systematic approach to harness the benefits of asset location—and the full power of tax deferral.

Read more on how to maximize tax deferral by using asset location, here