LOW-COST TAX DEFERRAL
TRUST COMPANY OF AMERICA (TCA)
MAKES MANAGING VA ASSETS MORE EFFICIENT
Advisors can enhance the benefits of a Monument Advisor
variable annuity by setting up and managing the underlying
models on Trust Company of America’s robust and more
flexible platform. By using TCA’s industry leading
technology, advisors can manage all of their client
portfolios in one place – with the tools and efficiencies
they’ve come to depend on.
TCA’s platform allows advisors to implement their
Using TCA’s technology for
managing assets within
Monument Advisor accounts
• Manage multiple VA strategies in a
single account
• Trade strategies (including
multi-account trades) online in a
highly efficient manner
within a single variable annuity account – giving them more
• Develop customized asset
allocation models linked directly to
clients’ accounts
It’s fast and simple to make transfers and rebalance
• Manage all client portfolios in
one place
proprietary investment strategies, design custom portfolio
models and use multiple managers or multiple models
control and more efficiency.
portfolios, buy and sell investments and perform mass
transactions or individual transactions in real-time using
the TCA platform. With this high level of flexibility, advisors
can develop and manage any investment strategy to
satisfy any risk profile.
• Take fees from non-VA accounts (as
a non-taxable, non-1099 event) to
maximize growth and tax deferral
within the VA
And because advisors are able to take their advisory fee
from the client’s other cash accounts at TCA, the client’s
tax-deferred account can remain untouched by fees. This
helps save annual 1099 headaches and enables the
account to maximize growth and tax deferral.
*Jefferson National’s Monument Advisor has a $20 monthly flat insurance fee.
Additional low-cost fund platform
fees ranging from .10% - .35% will be assessed for investors wishing to purchase shares of low-cost funds. See
the prospectus for details. Certain low-cost funds may only be available to you if you retain certain investment
advisors.
**The IRS may charge a 10% tax penalty on any withdrawal made before age 59½.
†Morningstar, 12/31/15
Variable annuities are subject to market fluctuation and risk.
Principal value and investment returns will fluctuate
and you may have a gain or loss when money is withdrawn. Variable annuities are long-term investments to help
you meet retirement and other long-range goals. Withdrawals of tax-deferred accumulations are subject to ordinary
income tax.
Investors should always seek professional tax/legal advice as it pertains to the tax benefits of any product.
For more information, contact us today at 1-800-955-7808 or www.trustamerica.com.
About Trust Company of America
www .trustamerica.
com
Trust Company of America (TCA) is the only independent RIA custodian offering fully integrated real-time technology, consultative
services and back office support exclusively to RIAs. Since 1972, TCA has been a dedicated champion of RIAs, committed to personally
helping them optimize their portfolios, streamline their business processes and achieve their full potential — all without competing for
their clients. Visit trustamerica.com to learn more.
© 2016Trust Company of America (TCA).
All Rights Reserved. Member FDIC Insured – No Bank Guarantee – May Lose Value.
.