Is a flat insurance-fee variable annuity like Monument Advisor right for me?
Higher-earning investors who have reached their contribution limits in 401(k) plans or IRAs might benefit additionally by saving for retirement in a flat insurance-fee variable annuity rather than in a taxable account or other variable annuity. According to a study conducted by Jefferson National and Professor Ira Weiss, Ph.D., entitled “Increasing Retirement Income through the Power of Tax Deferral”, conservative, moderate, and aggressive investors with a time horizon of 4, 10 or 14+ years respectively may be better off in a flat insurance-fee variable annuity than in a taxable account, such as a mutual fund. As always, we recommend that you consult with a financial professional before making any investment decision. Monument Advisor is an excellent tax-deferred vehicle for active traders, asset allocators, asset locators and investors seeking low cost options as well: • Active Traders: Our partnership with Rydex provides a full suite of tradeable funds (See prospectus for limitations
Related Questions
- My attorney or tax advisor has never heard of a Private Annuity Trust or has heard of it and doesn think it is legal. How can they be assured that it is a legitimate Estate Planning strategy?
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- Is a flat insurance-fee variable annuity like Monument Advisor right for me?
