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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
May 28, 2014

Solving the Retirement Income Puzzle: Gamma and the Tax Efficient Frontier

Advisors turn to tax-optimized tactics for more Gamma to solve today’s triple threat: low yields, volatility and adequate equity exposure.

By Laurence Greenberg, President, Jefferson National
March 25, 2014

The Evolving Variable Annuity Landscape

After the Crash of 2008, VA companies re-priced, re-tooled or retreated, while innovators re-focused on a new approach to tax-advantage investing.

By Laurence Greenberg, President, Jefferson National
November 5, 2013

A New Approach to Gamma

David Reyes helps his clients overcome the retirement income challenge through active management - but with high turnover comes tax consequences. To mitigate the tax burden and increase gamma, Reyes uses our IOVA, Monument Advisor, as his "tax protector", allowing his clients to enjoy even greater retirement income through the power of tax-deferral.

A New Approach to Retirement Income: Next-Gen vs. Traditional VAs

While variable annuities with income guarantees have gained popularity as a retirement income tool, this next generation of Investment-Only Variable Annuities (IOVAs) could eliminate those needs. Read this paper to learn how well an unguaranteed low-cost Investment-Only VA can replicate a rider’s guaranteed income, thus eliminating the need to pay fees on riders that frequently exceed 2% or even 3% per year.

By Wade Pfau

Increasing Retirement Income Through the Power of Tax Deferral

Many advisors underestimate the potential impact of tax deferral on retirement savings. And, many are uncertain how to quantify the value of tax deferral.

By Matthew Grove and Professor Ira Weiss, Ph.D.

Investing Insights: Replacing Fixed Income in a Low Rate/Low Yield Environment

Jefferson National launches Thomas J. Quinn’s latest Investing Insights white paper, “Replacing Fixed Income in a Low Rate/Low Yield Environment.” As Chief Investment & Research Officer of Jefferson National, Quinn discusses solutions for the current environment—where rates are at record lows and 33% of all government bonds worldwide have negative yields—radically changing how bonds will perform and how they should be used. 

WEBINAR RECORDING: Use Gold To Diversify Investment Portfolios

Flexible Plan's Len Durso explains how and when to use gold for diversification, and the benefits of holding the tax-inefficient Gold Bullion Strategy Fund in a tax-deferred IOVA.

A Win for Tactical Managers and their Clients

Monument Advisor helped Kenjol Capital Management find a home for their tactical strategies. See how Kenjol's Kenny Landgraf is able to win clients he may not have been able to win without this powerful tax-deferred investing tool.

Rescue Your Annuity With Monument Advisor From Jefferson National

With their high fees traditional variable annuities can drag down investment performance. Fortunately, you can rescue those assets.

Pursuing Higher After-Tax Portfolio Returns

Fidelity finds that investors may benefit significantly from deferring taxes on investments that generate large distributions taxed at ordinary income rates, like short-term capital gains or certain types of interest and dividends. How? By replacing those tax-inefficient assets held in taxable accounts with suitable alternatives held in tax-deferred investment vehicles like low-cost variable annuities.

By Fidelity Investments

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