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...
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.
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.