J.P. Morgan Multi-Asset Choice® (MAC)
A powerful approach to tax-deferred investing.
Leverage the benefit of professional guidance with tax-deferred investments
What is MAC?
MAC provides professional guidance, long-term flexibility and tax optimization.
Who is MAC for?
Investors looking to build a diversified portfolio and receive ongoing, dynamic direction based on our global insights surrounding ever-changing market conditions, and as objectives may change.
Why invest in MAC?
You can benefit from tax-deferred growth, flexibility and customization, and liquidity when you need it with no surrender charges incurred.
MAC with J.P. Morgan
- MAC is exclusive to J.P. Morgan clients, providing you access to our global investment knowledge and capabilities.
- We’ll help you personalize your asset allocation to reflect your individual investment objectives and guide you in selecting your preferred funds with the help of our recommendations.
- Regardless of the changes to the underlying investments, or even if you decide to adjust your approach a few years from now, you won’t pay taxes on your investment growth or principal until you choose to withdraw funds.
- While MAC is designed as a long-term investment, it is fully liquid.
JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting professionals before engaging in any transaction.
Here’s how we can work together
Invest on your own
Build your investment portfolio on your own with unlimited $0 commission online trades. Footnote 1Opens overlay
Invest on your own
Build your investment portfolio on your own with unlimited $0 commission online trades. Footnote 1Opens overlay
Invest with our advisors
Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.
Invest with our advisors
Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.
Frequently asked questions
Tax-deferral can be a powerful way to help accumulate wealth for retirement and plan for your future. You don’t pay taxes on potential investment earnings until withdrawal, and this delay in paying taxes can also compound with potential growth, resulting in more wealth for the future. Annuities are one of many accounts that offer tax-deferral.
It is a type of variable annuity, where the value of the annuity rises and falls with the performance of the investments you select. You can tailor your investment in MAC with the guidance from J.P. Morgan to help align your strategy to your goals.
MAC is designed to help you accumulate wealth for retirement and your future. And with flexibility and full liquidity, you can adjust your investment strategy as your life evolves without triggering any tax implications, so you can ensure it still aligns with your objectives.
In partnership with Nationwide Insurance Co., there are over 100 investment options you can select from within recommended asset allocation models based on your goals.
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