Tax-Efficient Investing

Confidence in Your Financial Future

“I’m looking for tax-efficiency in my portfolio.” 

When it comes to planning for retirement, two of the most important considerations are impact of taxes on your assets--and the ability to easily look across your portfolio to see your complete retirement picture. The ability to grow your retirement assets while mitigating the impact of taxes is one of the benefits of annuities. Additionally, Jackson makes it easy to track and manage your retirement assets--across your portfolio. 

Ways to Ensure Your Retirement Plan Is Tax-Efficient

Learn To Earn: Knowledge For Pursuing A Secure Financial Future

Research shows that the more financially savvy you are, the greater your chances are for financial freedom. This financial facts cheat sheet gives you a quick rundown of key things you need to know about financial planning.

Jackson's Retirement Expense & Income Calculator

This exclusive tool provides a way for you to project expenses in retirement--and to calculate the gap between your income needs in retirement and your guaranteed sources of retirement income. 

Tax-Deferred* Savings to Achieve Your Retirement

Starting to plan for retirement early in life is one of the best ways to help feel secure later in life.  Maximizing the impact of your efforts with tax deferral can further enhance savings by helping  to keep more of your money invested for the long haul. Learn helpful ways to incorporate different tax-management approaches into your retirement plan.

What is an Annuity?

An annuity is a long-term, tax-deferred vehicle designed for retirement.  Variable annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.

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Benefits of Annuities

Learn more about how annuities can help grow your assets and provide income that can last a lifetime.

Jackson's Annuity Products

Jackson offers a range of annuities that can provide you with income for life. Our products are designed to help meet your unique goals by offering combinations of growth, protection, and flexibility.

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Do You See Yourself In These Retirement Mindsets?

Is Running Out of Money Your #1 Concern in Retirement?

Having a steady stream of income in retirement is critical--to help you live the life you imagined, and to provide peace of mind. Many types of annuities offer lifetime income--while also protecting your nest egg. 

Worried About the Impact of Markets On Your Retirement Nest Egg?

When it comes to your retirement savings, it's sometimes hard to balance the need for asset growth with the risks that come with volatility in the markets. Striking this balance requires diversification and careful planning to stay the course. 

Looking For Ways to Grow Your Retirement Assets?

You've saved and planned for retirement your whole life, but how do you make your assets work even harder for you--to provide the retirement you've always wanted? Growing your assets is an important part of enjoying a secure retirement and there are many options to help you achieve it. 

*Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401(k) or IRA. It also may not be available if the annuity is owned by a legal entity such as a corporation or certain types of trusts.

Before investing, investors should carefully consider the investment objectives, risks, charges and expenses of the variable annuity and its underlying investment options. The current contract prospectus and underlying fund prospectuses, which are contained in the same document, provide this and other important information. Please contact your representative or the Company to obtain the prospectuses. Please read the prospectuses carefully before investing or sending money.

Jackson® is the marketing name for Jackson National Life Insurance Company® (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York® (Home Office: (Purchase, New York). Jackson National Life Distributors LLC.

Annuities are issued by Jackson National Life Insurance Company® and in New York by Jackson National Life Insurance Company of New York®. Variable annuities are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These products have limitations and restrictions. Contact Jackson for more information.