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Resources for a variety of situations
Whether your clients are looking to leave a tax-efficient legacy, effectively transfer qualified assets to heirs, or simply looking for a detailed tax reference guide – Securian Financial offers the tax and timely topic tools to help your clients in a variety of situations.
You can view all of our tools together, or sort to find the ones commonly used along with annuities, life insurance or long-term care.
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Pre-fund retirement taxes
The pre-funding retirement taxes strategy uses the cash value from a well-funded life insurance policy to pay taxes on their retirement distributions later in life.
See the details
Tax-efficient legacy
The tax efficient legacy allows clients to spend down their retirement assets – and use life insurance death benefit to transfer wealth to the next generation.
See the details
Pre-pay beneficiary taxes
This strategy essentially lets your clients pre-pay the taxes on a qualified asset that will pass to their heirs.
See the details
Tax reference guide
A printable one-page guide showing everything from income tax rates to retirement contribution limits and more.
Download guide
Financial professional guide: Taxation of life insurance
A comprehensive guide for financial professionals to reference when assisting clients with life insurance taxation.
Download guide
Estate and inheritance tax map
A helpful reference showing Estate & Inheritance Tax rates and exceptions by state.
See the map
Early distribution exceptions
Help clients understand the implications of taking a withdrawal prior to age 591/2, and the limited exceptions.
View full details
Tax guide: Long-term care policies offered as an employee benefit
A detailed white paper outlining the tax advantages that may result when the employer pays premium directly to an insurance carrier and the employee owns the LTC contract.
View white paper
Marginal vs. effective tax rate
An annuity can help reduce tax burden and offer tax deferral
Learn more
1035 exchange life to annuity
If clients have cash-value life insurance that has served its intended protection purpose they could be better served with an annuity.
Get details
Tax reference guide
A printable one-page guide showing everything from income tax rates to retirement contribution limits and more.
Download guide
Estate and inheritance tax map
A helpful reference showing Estate & Inheritance Tax rates and exceptions by state.
See the map
Early distribution exceptions
Help clients understand the implications of taking a withdrawal prior to age 591/2, and the limited exceptions.
View full details
Marginal vs. effective tax rate
An annuity can help reduce tax burden and offer tax deferral
Learn more
1035 exchange life to annuity
If clients have cash-value life insurance that has served its intended protection purpose they could be better served with an annuity.
Get details
Pre-fund retirement taxes
The pre-funding retirement taxes strategy uses the cash value from a well-funded life insurance policy to pay taxes on their retirement distributions later in life.
See the details
Tax-efficient legacy
The tax efficient legacy allows clients to spend down their retirement assets – and use life insurance death benefit to transfer wealth to the next generation.
See the details
Pre-pay beneficiary taxes
This strategy essentially lets your clients pre-pay the taxes on a qualified asset that will pass to their heirs.
See the details
Tax reference guide
A printable one-page guide showing everything from income tax rates to retirement contribution limits and more.
Download guide
Financial professional guide: Taxation of life insurance
A comprehensive guide for financial professionals to reference when assisting clients with life insurance taxation.
Download guide
Tax guide: Long-term care policies offered as an employee benefit
A detailed white paper outlining the tax advantages that may result when the employer pays premium directly to an insurance carrier and the employee owns the LTC contract.
View white paperLooking for more to share?
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View the libraryThis material may contain a general analysis of federal tax issues. It is not intended for, nor can it be used by, any taxpayer for the purpose of avoiding federal tax penalties. This information is provided to support the promotion or marketing of ideas that may benefit a taxpayer. Taxpayers should seek the advice of their own tax and legal advisors regarding any tax and legal issues applicable to their specific circumstances.
For financial professional use only. Not for use with the public. This material may not be reproduced in any form where it is accessible to the general public.
DOFU 11-2023
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