AUGUST 8, 2014

Maximizing Tax Deferral With Monument Advisor

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. Monument Advisor VA from Jefferson National is a lean, low-cost, investment-only variable annuity that maximizes the compounding power of tax deferral. (2:01)