Individuals
Why can't I use my financial tracker to consolidate my financial information?
In the current digital environment, multi-factor authentication (MFA) has become a necessary and common practice among financial institutions who support online account access.
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In the current digital environment, multi-factor authentication (MFA) has become a necessary and common practice among financial institutions who support online account access. In accordance with best practices, Security Benefit has also implemented MFA to maintain a high-level of online safety for your accounts. Because of the heightened security, MFA prevents financial data trackers from accessing your account. We suggest you contact your financial tracker software company to inquire how they recommend gathering account data from financial institutions who support MFA.
Market Volatility and Your Path To and Through Retirement®
EliteDesigns® II Fixed Period Annuity Option
The EliteDesigns II Fixed Period Annuity Option is intended to lessen your initial tax burden by spreading out the gains in your annuity over time so you are only taxed on a portion of your gains each year.
Stretch Systematic Withdrawal
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EliteDesigns® I and II Stretch Systematic Withdrawal
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Security Benefit partners with PGA Champion Gary Woodland
Security Benefit is proud to be a multi-year sponsor for reigning U.S. Open golf champion, Gary Woodland.
Participant Frequently Asked Questions
1. Why do I need to re-register my account?
Your account security is important to us, so we've created an enhanced registration process to protect your account information starting later in Q1 2020.
EliteDesigns® Fixed Period Annuity Option
The EliteDesigns Fixed Period Annuity Option is intended to lessen your initial tax burden by spreading out the gains in your annuity over time so you are only taxed on a portion of your gains each year.
How Capital Gains Are Taxed
In this overview, we’ll look at how your investments are taxed and strategies to help minimize the taxes you pay on those earnings.
When it comes to your investments, you may spend considerable time choosing the best strategies, as well as the tax consequences on those investments.
