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.
With Monument Advisor you may be able to create more reliable retirement income streams for clients who: 1.) are approaching or in retirement; 2.) need more accumulation through their retirement years; 3.) seek protection of retirement assets and income generation to meet goals; and/or 4.) require flexibility and control to change investments or make unscheduled withdrawals when life throws a curve ball. More...
To manage strategies for maximum tax efficiency, fee-based advisor Wes Martin needed a simple, transparent investment solution with a broad selection of investment options. The low-cost Monument Advisor VA proved to be the solution that helps him meet the needs of his high-net-worth clients.
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.