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Help your clients meet their retirement goals in all of life's stages.

Featured Articles

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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Most Popular

Videos

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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Videos

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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Videos

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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Most Recent

Blog

Craig's Corner: Nationwide's PLR from IRS Eliminates Key Friction Point for Advisors

09/27/2019

Nationwide’s Private Letter Ruling from IRS Eliminates Key Friction Point for RIAs and Fee-Based Advisors to Help Clients Save More for Retirement.

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Advisor Authority

Advisor Authority 2019 Chapter 2: Successful Advisors | The YOY Trends

09/09/2019

Chapter 2 

Successful Advisors: The Year Over Year Trends

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Whitepapers

Producing Tax-efficient Annuity Income

08/27/2019

Potentially help clients who own deferred annuities enjoy a steady stream of retirement income, avoid unnecessary tax consequences and preserve their liquidity.

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