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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
September 01, 2014

White Paper Key Findings A New Approach to Retirement Income: Next-Gen vs. Traditional VAs

Wade Pfau

The purpose of this paper is to examine a variety of scenarios to determine when a guaranteed VA is worth the cost of the additional protection it provides, and when an unguaranteed low-cost Investment-Only VA may provide greater benefit for the client.

September 05, 2014

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

Wade Pfau

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.

September 23, 2013

Increasing Retirement Income Through the Power of Tax Deferral

Matthew Grove and Professor Ira Weiss, Ph.D.

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

September 19, 2013

Pursuing Higher After-Tax Portfolio Returns

Fidelity Investments

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.

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Trade Multiple Accounts Quickly

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