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.
Monument Advisor's Asset Allocation solution allows you to build powerful portfolios according to your clients' risk tolerance, time horizon and investment goals without sacrificing choice, quality or liquidity. Strategic asset allocation portfolios continue to serve as core essentials in today's investing landscape. With a wealth of choice, and a simple, yet powerful model trading functionality, the Monument Advisor Variable Annuity makes it easy to build and manage your asset allocation strategies efficiently and easily. More...
According to Morningstar, tax-smart investing can potentially add 1-2% per year in additional performance. The key is finding a low-cost vehicle with enough underlying funds to replicate your strategies from taxable accounts.
JeffNat CIO Tom Quinn is joined this quarter by Tortoise Capital Advisors' Managing Director Ed Russell for our inaugural 'JeffNat Quarterly' webinar. Ed and Tom address the crude oil decline in the summer of 2014, what needs to happen for the price recovery to continue, what this means for midstream pipeline companies, and where the best opportunities in energy may lie for the long term.
Why create another Variable Annuity in a confusing marketplace already flooded with VA products offering an alphabet soup of guarantees and riders? To maximize the value of tax deferral.
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.
According to results from our 2nd annual Advisor Authority Study, RIAs and fee-based advisors cite volatility as the most important force impacting their approaches to investing in 2016. In this webinar, Joe Halpern, Exceed Investments CEO, discusses the JNF Exceed Defined Shield Index Portfolio—a defined outcome solution built to navigate market volatility.
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.
Relatively low contribution limits in IRAs and 401(k)s may not be enough for high-earning clients. Monument Advisor can help.