Individuals

Should You Do a Roth Conversion Before Tax Cuts Expire?

With the 2017 Tax Cuts and Jobs Act (TCJA) scheduled to sunset after 2025, many individuals are evaluating the timing for Roth conversions. Learn what you should know about converting now versus in the future.

The MYGA as a Bond Alternative

Sales of multi-year guaranteed annuities accounted for about 37% of individual annuity sales. David Byrnes, chief distribution officer at Security Benefit, expects worries about the presidential transition and the geopolitical situation to help keep MYGA sales strong.

RMDs and Tax Forms for Tax Year 2024

Find out when to take Required Minimum Distributions, where you can locate tax forms, and more.

Planning for Retirement: How IRAs Can Help You Build Financial Security

While pensions and Social Security benefits provide some income, they often aren’t enough to maintain the lifestyle you’re used to. One way to do address this is by opening an Individual Retirement Account (IRA).

Six Steps for Women to Take Charge of Their Financial Future

In the evolving landscape of personal finance, women often face unique challenges and opportunities.

Six Key Considerations of Estate Planning

Estate planning is an essential process that ensures your assets and personal affairs are managed according to your wishes after you pass away or if you become incapacitated.

Five Tips for Maximizing Medicare

One of the most critical financial decisions you'll make is how you’ll pay for health care, even with Medicare coverage.

Other

Non-Financial Change for Group Healthcare Reimbursement (HRA)

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Portfolios, Elections & Interest Rate Volatility

David Byrnes, head of distribution for Security Benefit, wrote an article for Advisor Magazine about how annuities may offer portfolio stability during uncertainty.

Disaster Relief Support

If you have been impacted by Hurricanes Helene or Milton and are now facing financial hardship, Security Benefit has options to alleviate your burden. Many of our mutual fund and annuity products allow for loan and hardship/unforeseeable emergency distribution transactions.

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