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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
December 08, 2015

Investing Insights Whitepaper: A Strategic Approach to Managing Taxes

 

Jefferson National launches Thomas J. Quinn’s Investing Insights whitepaper series, leading with “A Strategic Approach to Managing Taxes.” As Chief Investment & Research Officer of Jefferson National, Quinn demonstrates how to minimize year-end taxes through the concept of Asset Location – a strategy that is proven to increase returns 100-200 bps per year, without increasing risk.

Quinn further details how to extend the opportunity beyond the low limits of qualified plans, and how to use key indicators to assess the tax-efficiency of different asset classes and investing strategies. This paper also provides illustrative examples for implementing and extending Asset Location in a variety of scenarios and demonstrates how much value it can add.

Download Thomas J. Quinn’s Investing Insights whitepaper for details on how to minimize your clients’ year-end tax bills.