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
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

The Tax-Efficient Frontier: Improving the Efficient Frontier With the Power of Tax Deferral

David Lau

The idea of the Tax-Efficient Frontier is actually quite simple. It is a variation on the idea of the efficient frontier, which shows the rate of return you should earn for a given level of risk.

The Tax-Efficient Frontier takes the conversation to a new level, showing that you can actually earn higher returns—and help your client build considerably more long-term wealth—without taking on any additional risk.