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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

A Strategic Approach To Managing Taxes

To help you optimize Asset Location to its fullest potential, we demonstrate 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.