Our Annuity Comparison Calculator uses up-to-date Morningstar® fee data to compare hypothetical growth in Monument Advisor vs. other variable annuities in the marketplace.
Traditional variable annuities can be so complex and costly that investors are priced out of the benefit they were originally intended to provide: tax deferral. Monument Advisor was built to fix that. The Monument Advisor tax-advantaged account pays no commission, offers a low, flat fee of just $20/month,* and charges no surrender penalties. It's the perfect antidote to these old-school VAs that charge an average of 1.35% in M&E fees (source: Morningstar®, 1/2014). More...
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.
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.
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.
With their high fees traditional variable annuities can drag down investment performance. Fortunately, you can rescue those assets.
The latest Investing Insights whitepaper by Jefferson National's Chief Investment & Research Officer Tom Quinn was featured in an in-depth article published in this week’s online edition of LIFE&Health Advisor.