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Advisor Authority
Advisor Authority 2017 Chapter 4: Moving the Needle - Targeting Generation X
12/11/2017
Generation X investors are a vital target for RIAs and fee-based advisors’ success. These investors are in their prime earning years and poised to inherit upwards of $30 trillion in the Great Wealth Transfer. In this latest Advisor Authority Special Report, we will help you better understand the unique priorities, preferences, and concerns.
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Maximizing Tax Deferral with Monument Advisor
04/19/2018
The key to tax-smart investing is finding a low-cost vehicle with enough underlying funds to replicate your strategies from taxable accounts.
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Exchange your annuity to Monument Advisor
04/17/2018
Some traditional variable annuities can drag down investment performance. Fortunately, you can exchange your legacy annuity for a low-cost, investment-only VA.
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Tax-Smart Retirement Investing with Monument Advisor
04/17/2018
Relatively low contribution limits in IRAs and 401(k)s may not be enough for many high-earning clients. Monument Advisor can help.
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