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SECURE BENEFITS GROUP,
INC.

12020 - 113th Ave NE, Suite 205
Kirkland, WA 98034

Phone:

(425) 820-7300 or (800) 736-1909

Fax:

(425) 820-7311

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

"Excellence in Estate Planning"

SECURE Benefits Group logo with classical building

The information contained in these Web pages is designed to provide accurate and authoritive information in regard to the subject matter covered and does not create a business or professional services relationship. The information is provided with the understanding that this Web presentation is not a legal, financial or accounting service, nor legal, financial or accounting advice. Any reliance on this information is solely at the user`s own risk. The information contained on this site is believed to be accurate as of the date of publication for each item. Secure Benefits Group, Inc. assumes no liability for the use of specific planning strategies and techniques described therein. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.

Encourages proactive dialogue to ensure financial well-being of aging parents.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Describes how Roth accounts can generate tax-free retirement income.

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Explains importance of rare-earth minerals and their role in technology and security.

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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Use this calculator to determine whether you qualify for the different types of IRAs.

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck