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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
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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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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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 2019 Chapter 2: Successful Advisors | The YOY Trends
09/09/2019
Chapter 2
Successful Advisors: The Year Over Year Trends
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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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