In many cases having the advantage of tax deferral means you'll be able to save substantially more dollars than with a traditional taxable account.
The key to meeting retirement income goals is to maximize accumulation by keeping costs low, protecting principal, and minimizing taxes. For only $20/month*, Our Retirement Income solution may help you do just that. Among the Monument Advisor variable annuity's 350+ investment choices, Jeff Nat offers direct access to the same strategies insurance companies use to create income guarantees and downside risk protection, but at a third to half the cost. Compounding that savings over time can potentially help build more reliable retirement income streams for your clients. More...
Jefferson National’s CEO, Mitch Caplan, introduces a new approach to tax planning.
Unlike many others in its space, Jefferson National’s platform is described as simple and straightforward, according to an article published in Kiplinger.
For years, Jefferson National has followed the polarizing debate around whether variable annuities are a key part of retirement planning—or the worst of all possible investment vehicles. See how this debate unfolds in a recent ThinkAdvisor article written by Jefferson National President, Larry Greenberg, entitled “Annuities are neither Good nor Bad—as Long as Clients Come First.”
RIABiz gathered insights from several industry experts, including Jefferson National’s President Larry Greenberg, to discuss the results from a Morningstar® report. According to the new research, retirees can cut the purchase price of an annuity by as much as 50% if they refrain from buying them right out of the retirement gate.
An article from Investopedia mentions JeffNat when discussing the “Best Strategy” for using a VA. The author highlights the benefits of using low-cost VAs, especially after maxing out 401(k) and IRA contributions.
The Journal of Financial Planning’s Practice Management Blog cites results from Jefferson National’s Advisor Authority Study, including the top three “biggest concerns” of clients and what advisors are saying is the No. 1 issue for both the macro environment and investment execution.
In Financial Advisor’s latest article, writer Ben Mattlin reaches out to Jefferson National President Larry Greenberg to discuss the power of tax deferral and the benefits of IOVAs. According to experts, “investment-focused VAs are a growing category in the industry.”
Recent article from Think Advisor addresses the concerning issue that clients may be paying too much in taxes.
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.
A LIFE&Health Magazine recent article sites new findings from the TIAA-CREF Advice Matters Survey that reflect the broad misconception among Americans that financial advice is strictly for the affluent. In reality, financial advice is beneficial to anyone who is working toward a specific financial goal.
The latest Investing Insights whitepaper by Jefferson National's Chief Investment & Research Officer Tom Quinn was featured in an in-depth article published in this week’s online edition of LIFE&Health Advisor.