LIFE&Health Advisor: A Strategic Approach to Managing Taxes
A condensed version of Jefferson National and Tom Quinn’s Investing Insights whitepaper “A Strategic Approach to Managing Taxes” was recently issued by LIFE &Health Advisor. This version includes the high level overview of the whitepaper and several key exhibits.
The Investing Insights whitepaper provides advisors a more strategic approach to managing taxes with Asset Location. As Chief Investment & Research Officer of Jefferson National, Tom Quinn demonstrates how to extend 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. Illustrative examples for implementing and extending Asset Location in a variety of scenarios are also included.
Access a complimentary copy of the Investing Insights whitepaper, here.