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Tax and timely topics

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.

These are only a few of our client resources

Contact us for even more tools on a variety of topics.

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Tools for this market

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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
Cyclical

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
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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
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Tax reference guide

A printable one-page guide showing everything from income tax rates to retirement contribution limits and more.

Download guide
Money bag, bag of money

Financial professional guide: Taxation of life insurance

A comprehensive guide for financial professionals to reference when assisting clients with life insurance taxation.

Download guide
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Financial professional guide: Tax Cuts & Jobs Act

Take a look at several of the provisions that could expire at the end of 2025.

View the details
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Estate and inheritance tax map

A helpful reference showing Estate & Inheritance Tax rates and exceptions by state.

See the map
balance scale

Understanding the 10% penalty on early distributions

Help clients understand the implications of taking a withdrawal prior to age 591/2, and the limited exceptions.

View full details
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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
icon of a document

Tax reference guide

A printable one-page guide showing everything from income tax rates to retirement contribution limits and more.

Download guide
Icon of a compass

Estate and inheritance tax map

A helpful reference showing Estate & Inheritance Tax rates and exceptions by state.

See the map
balance scale

Understanding the 10% penalty on early distributions

Help clients understand the implications of taking a withdrawal prior to age 591/2, and the limited exceptions.

View full details
Icon of a stack of dollar bills

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
Cyclical

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
Bill pay  | Icon - 2c background

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
icon of a document

Tax reference guide

A printable one-page guide showing everything from income tax rates to retirement contribution limits and more.

Download guide
Money bag, bag of money

Financial professional guide: Taxation of life insurance

A comprehensive guide for financial professionals to reference when assisting clients with life insurance taxation.

Download guide
Icon of a bank

Financial professional guide: Tax Cuts & Jobs Act

Take a look at several of the provisions that could expire at the end of 2025.

View the details
Icon of a hand holding a person

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

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We offer a full ideas & tools library to help keep clients engaged.

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This 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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