Nationwide Advisory Solutions’ New Online Calculator and Proposal Generator Demonstrates True Power of Tax-Deferral for More Holistic Planning
"As 10,000 Boomers a day enter retirement over the next two decades, advisors understand that adding more tax-deferral is vital for helping clients confront two of their most urgent needs—saving enough for retirement and making it last a lifetime," said
With more robust results, now backed by 250 randomized
Re-designed in response to advisor feedback, the highly customizable interface can be tailored to each individual client's unique needs and used to generate personalized client-approved proposals. Important features to meet advisor demands and client needs include:
Updated and Adjustable Tax Rates: Updated to incorporate recently passed tax reforms. Federal income tax, long term capital gains and state tax can be adjusted to reflect clients' current tax rates during the accumulation phase, as well as to reflect future tax rates during the distribution phase.
Customizable Inflation Rate: Set to a default of 2.6% (25-year average
Customizable Portfolios: Advisors and their clients can choose among five pre-set model portfolios—from conservative to aggressive—or create unique portfolio allocations using 5 categories of Equities, 8 categories of Fixed Income and 7 categories of Real Assets and Liquid Alternatives.
Nationwide Advisory Solutions' online platform fits the way RIAs and fee-based advisors work. It can integrate directly into advisors' workstations through direct data feeds with custodians, portfolio management systems, account aggregation platforms and data services used by more than 95% of RIAs and fee-based advisors. In addition to the new Tax Deferral Calculator, the online platform includes a Non-Qualified Stretch Calculator, an Annuity Comparison Calculator, an Advisor Dashboard to create new proposals, emails and alerts, as well as a highly rated account management and trading platform.
About Nationwide Advisory Solutions
Nationwide Advisory Solutions, formerly known as Jefferson National, is a recognized innovator with a mission to help RIAs and fee-based advisors build their practice by helping their clients to potentially accumulate more wealth and reach their financial goals. The company does this by developing and delivering value-added investment products, services and technologies that fit the fiduciary standard—wrapped in an industry-leading customer experience. To learn more, please visit www.nationwideadvisory.com
About Nationwide
Nationwide, a Fortune 100 company based in
Nationwide, Nationwide is on your side, the Nationwide N and Eagle are service marks of
i Calculation Explanation and Limitations
The calculator shows the results of 250 simulated paths based on historical returns and tax costs of asset classes. Past performance does not guarantee future results. Your actual performance, asset allocation or trading patterns may differ from any of the simulated values assumed by the calculator, resulting in a different outcome from the multiple outcomes shown.
IMPORTANT: The projections or other information generated by this calculator regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.
ii Taxes and Investment Performance, Morningstar, 2013.
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SOURCE Nationwide Advisory Solutions
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