Financial Professionals
What You Need to Know About Inherited IRAs
An Inherited IRA is an account passed down to beneficiaries when the original account holder passes away, allowing them to continue benefiting from tax-deferred growth. However, it comes with specific withdrawal rules.
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Should Your Clients Do a Roth Conversion?
When helping your clients plan for retirement, they often face a choice: traditional pre-tax accounts or after-tax Roth accounts. Deciding which is better depends on your client's financial goals and tax strategy.
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Need InspIRAtion for Educating Clients on Roth Conversions?
Investors are rushing to complete Roth conversions before current tax rates expire in 2025. Are you discussing this with your clients?
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Optimism Among Advisors Increases Post-Election According to Security Benefit’s “RIA Economic Outlook Index”
Registered Investment Advisors (RIAs) have an improved outlook and increased optimism following the U.S. election, according to the latest RIA Economic Outlook Index from Security Benefit in partnership with Greenwald Research.
Morningstar Wide Moat Focus Barclays VC 7% Index
| Ticker BXIIMWM7 | Asset Classes Equities; Treasury Futures | Inception Date |
S&P Multi-Asset Risk Control (MARC) 5% Index
| Ticker SPMARC5P | Asset Classes US Equities; Fixed Income; Commodities | Inception Date |
S&P 500® Low Volatility Daily Risk Control 5% Index
| Ticker SPLV5UT | Asset Classes US Equities; Cash | Inception Date |
S&P 500® Factor Rotator Daily RC2 7% Index
| Ticker SPXFRRE7 | Asset Classes US Equity - Large Cap; Treasury Futures | Inception Date |
Russell 2000® Small Cap Index
| Ticker RTY, RUT | Asset Classes US Equity - Small Cap | Inception Date |