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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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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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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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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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Whitepapers
SECURE Act personal planning impacts and overview
01/10/2020
The SECURE Act changes distribution, contribution and inheritance laws including moving the required minimum distribution age to 72. Download the white paper to learn more.
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Advisor Authority 2019 Chapter 2: Successful Advisors | The YOY Trends
12/06/2019
Chapter 2
Successful Advisors: The Year Over Year Trends
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Dare to Care Hunger Walk - Cindy
12/05/2019
Dare to Care Food Bank’s 2019 Hunger Walk raised more than $75,000, providing 225,000 meals for our community. Nationwide Advisory Solutions is proud to support the fight against hunger.
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