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Tax and timely topics

Resources for a variety of situations

Whether your clients are looking to better understand the implications of a withdrawal prior to age 59 1/2 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.

Tools for this market

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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
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Estate and inheritance tax map

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

See the map
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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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Financial professional white paper: Annuities and trusts

Take careful consideration when naming beneficiaries to avoid unintended consequences.

View white paper

These are just a few of our client resources

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

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We offer additional topics to help keep your 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