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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 04, 2015

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.