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Advisors
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Create Account to manage your assets on the Jefferson National Account Management website.

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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
March 03, 2015

Countering Low Yield & Volatility: A New Approach to Tax Planning with IOVAs

Laurence Greenberg, President, Jefferson National

JeffNat President Larry Greenberg explores the hurdle advisors face as April 15 approaches: Analysts expect this year to be one of the worst on record for capital gains distributions. And that could mean a huge tax bill for high net worth clients.

November 21, 2014

Measuring Gamma in the Tax-Efficient Frontier

Laurence Greenberg, President, Jefferson National

New Approach to Gamma: Asset Location one of Top Five Factors advisors can use to generate more retirement income.

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