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.
The Monument Advisor variable annuity offers virtually unlimited tax deferral for clients who have recently sold a business, received a sizable inheritance, or received any additional significant payouts such as a bonus. Large cash flow events like these can create tax headaches for clients. Investing with Monument Advisor—our low-cost, tax-deferred variable annuity—can help cushion the annual tax burden and may potentially improve portfolio performance by 100bps without increasing risk (source: Increasing Income through the Power of Tax Deferral, Ira Weiss, Ph.D., University of Chicago & Matthew Grove, Jefferson National, 2008). 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.
Digital Journal highlights the recent addition of the BTS fixed income VIT to Jefferson National’s Monument Advisor.
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.”
RIA and blogger Donald Steinmann recommends Jefferson National while discussing the benefits of unlimited tax-deferral and the choice of investment options.
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.
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.
Jefferson National launches Thomas J. Quinn’s latest Investing Insights white paper, “Replacing Fixed Income in a Low Rate/Low Yield Environment.” As Chief Investment & Research Officer of Jefferson National, Quinn discusses solutions for the current environment—where rates are at record lows and 33% of all government bonds worldwide have negative yields—radically changing how bonds will perform and how they should be used.