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.
For clients seeking principal protection, Monument Advisor offers investment options designed to manage tail risk and potentially protect the downside, but without the expense of traditional insurance-backed principal protection guarantees in typical variable annuities. Because, as much as your clients love to see their assets grow, they really hate to lose principal. Market volatility is difficult for many to weather, particularly as they near retirement. There are lots of investment choices designed to help manage this volatility. The problem is that they can be very tax inefficient. We can help. More...
ValMark's Michael McClary is a nationally-recognized manager of optimized ETF Portfolios. His firm has formed a unique partnership with Milliman to incorporate dynamically-managed hedging strategies directly within ETF portfolios. When deploying a tactical hedging strategy, McClary believes in the power of tax-deferral to enhance efficiency. Learn how Mr. McClary leverages low-cost variable annuities as a tax-deferred investing solution.
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.