Financial Professionals

Toby Leonard, Assistant Vice President of Product Development at Security Benefit, was interviewed by Paul Tyler for "That Annuity Show." He discusses the evolution of annuities, particularly fixed index annuities, and their role in financial planning.

Aaron Tallen, Security Benefit's Vice President, Head of Distribution Ops & 401k Defined Contributions, recently spoke with Kiplinger about the risks of Roth IRAs.

Stretching an Inherited IRA can help your client's beneficiaries avoid a large tax burden and allow the account to continue growing tax-deferred. Are you discussing this valuable strategy with your clients?

When you carefully plan who will inherit your IRA, your beneficiaries may be able to continue growing the funds tax-deferred and create generational wealth.

Do you have clients who inherited an IRA and need to know their options? Use our resources to guide discussions and help your clients navigate their options to maximize benefits.

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. 

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.

Investors are rushing to complete Roth conversions before current tax rates expire in 2025. Are you discussing this with your clients?