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.
Potentially improve the performance of your fixed income investments by as much as 100 basis points (without increasing risk) with our Fixed Income solution (source: Increasing Income through the Power of Tax Deferral, Ira Weiss, Ph.D., University of Chicago & Matthew Grove, Jefferson National, 2008). The Monument Advisor variable annuity offers over 60 bond investment options from popular managers like PIMCO, BlackRock, Neuberger Berman, and Putnam. More...
JeffNat CIO Tom Quinn was joined this quarter by Guggenheim Senior Managing Director and Macro Strategist Anne N. Mathias for our second 'JeffNat Quarterly' webinar. Tom and Anne discuss alternatives to fixed income and how Guggenheim is navigating this market environment.
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.