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.
Resources for a variety of situations
Tools for this market
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
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
Financial professional white paper: Annuities and trusts
Take careful consideration when naming beneficiaries to avoid unintended consequences.
View white paperThese are just a few of our client resources
Contact us for even more tools on a variety of retirement topics.
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View moreThis 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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