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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
July 30, 2015

A New Approach to Tax-Advantaged Investing: The Benefits of Investment-Only Variable Annuities

Mitchell Caplan, CEO, Jefferson National

High tax rates have been top of mind for advisors and their clients in recent years, particularly for high-income investors and the high-net-worth. The majority of advisors and their clients value tax deferral, but many are unaware of the full scope of its benefits. And to optimize client outcomes, a new generation of variable annuities is key. 

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.

December 12, 2014

ABCs of Year-End Tax Planning

Laurence Greenberg, President, Jefferson National

Laurence Greenberg, President of Jefferson National, examines how advisors can use the tax planning process to help clients control not only how much clients pay in taxes—but also when they pay taxes.  Greenberg provides guidelines for a number of different tactics to help clients diversify between different tax rates and different types of taxes, as well as to diversify between taxable investments and tax-deferred vehicles. He discusses the benefits of tax deferral and the various tax-deferred vehicles that are fundamental for nearly all clients to tax-optimize portfolios. 

July 07, 2014

Advisors and Clients Value Tax Deferral, But Unaware of Full Scope of Benefits

Laurence Greenberg, President, Jefferson National

Greenberg explains how asset location is an effective strategy to minimize the impact of taxes, enhance after-tax returns and create "tax alpha" without increasing risk—and next-generation low-cost, Investment-Only Variable Annuities (IOVAs) are an effective solution once clients max out traditional tax-deferred vehicles, such as IRAs and 401(k)s. 

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