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...
According to Morningstar, tax-smart investing can potentially add 1-2% per year in additional performance. The key is finding a low-cost vehicle with enough underlying funds to replicate your strategies from taxable accounts.
Seattle-area Advisor Roland Thompson is a CFP who works primarily with Boomer clients who value simplicity. Watch Roland explain how JeffNat offered him a simple way for clients’ non-qualified assets to leverage the accumulating power of low-cost tax deferral.
See how JeffNat's service team earned Jessi Howe's trust and respect with dynamic service that saved her time, paperwork, and unnecessary headaches.
What happens to a client's investment when they are able to trade expensive, commission-based expenses for a low, flat fee? See how Jorge Padilla leverages Monument Advisor for cost savings and greater transparency.
Why create another Variable Annuity in a confusing marketplace already flooded with VA products offering an alphabet soup of guarantees and riders? To maximize the value of tax deferral.
Steve Blumenthal of Capital Management Group says that 60/40 investing is no longer the optimal allocation. Using the approach of successful endowments like Harvard and Yale, Blumenthal illustrates a different approach: how to hedge against extreme tail risk—and then how to make it work more effectively using the tax-efficient frontier. Watch Steve discuss how CMG partners with Jefferson National to meet the demands of the marketplace.
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.
Flexible Plan's Len Durso explains how and when to use gold for diversification, and the benefits of holding the tax-inefficient Gold Bullion Strategy Fund in a tax-deferred IOVA.
Columbia and AQR's Bradley J. Jones and Sean Baker discuss how to manage current market volatility with Alternatives.
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.
Relatively low contribution limits in IRAs and 401(k)s may not be enough for high-earning clients. Monument Advisor can help.