Security Benefit

Opening Day is here! The Los Angeles Dodgers return to the field today for their 64th home opener against the Tigers. As one of their sponsors, we are thrilled to wish the defending World Series champions the best of luck for another exciting season ahead. Let’s go Dodgers! ??? #LetsGoDodgers #Dodgers #mlb

At Security Benefit, giving back is a big part of who we are. We are proud to support Florence Crittenton Services with a $5,000 donation from our Charitable Trust. This contribution will enhance their behavioral health and wellness programs, helping improve lives in our community. Coming together is key in building stronger, healthier communities! ?? #SBCares #GivingBack #CommunitySupport

?? Security Benefit is excited to be a part of the Private Advisor Group National Conference in Philadelphia from March 30 through April 1. Don’t miss Marcello’s Great Wealth Transfer presentation on March 31 at 10 a.m. We look forward to seeing you at the event and for the opportunity to discuss additional opportunities to build your practice and help your clients To and Through Retirement?. To access our advisor toolkit and learn more, visit: https://ow.ly/svUb50VkVSs. #FinancialProfessionals #FinancialPlanning #GreatWealthTransfer #WealthManagement

Security Benefit is proud to support ASBO International's Emerging Leaders Scholarship program that recognizes #SchoolBusiness professionals with five or fewer years in the field. 20 recipients will receive registration for #ASBOACE25 to help them develop into tomorrow’s leaders. Learn more about the opportunity here: https://ow.ly/e9yb50Vhjv6 #ASBOScholarship

?? A simple conversation today can mean a stronger legacy tomorrow. Help your clients understand the benefits of a stretch IRA. Need inspIRAtion for client conversations about stretch IRAs? Our Advisor Toolkit provides resources to help you navigate client discussions with confidence. Discover here: https://lnkd.in/gK8_ni-7 #FinancialPlanning #RetirementPlanning #IRAs

Happy St Patrick’s Day! ??

This St. Patrick’s Day don’t leave your financial future to chance! Set your sights on a well-planned future, because the best kind of luck is the kind you create yourself. How are you working toward your own financial pot of gold? ???? #StPatricksDay #FinancialPlanning

In a recent episode of That Annuity Show, Toby Leonard, Assistant Vice President of Product Development at Security Benefit, joined to discuss the evolution of annuities, their role in financial planning, the impact of AI on the insurance industry, and more. To listen to the podcast, check out https://lnkd.in/g6YFY8Kj.

Considering a Roth IRA? It’s not a given that you'll be in a higher tax bracket in retirement than you are today. "There's the uncertainty of ‘I know where my tax bracket is today, but I have no idea what my tax obligation will be in the future,’" notes Aaron Tallen, VP, Head of Distribution Ops & 401k Defined Contributions at Security Benefit, in a new Kiplinger article. Tax code changes and life circumstances could make it so that the time to optimize tax breaks on retirement savings is during working years, not retirement, making a Roth IRA a less optimal choice. Learn more at https://lnkd.in/gUZdAUmt.

Pi day just got a whole lot sweeter! To celebrate National Pi Day, we tested the taste buds of a few of our team members. Would you be able to guess the flavor? ???? #PiDay #PieLovers #OfficeLife