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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.

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Here are answers to some key questions about required minimum distributions.

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A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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

How much life insurance would you need to produce a sufficient income stream for your family?

Compare the potential future value of tax-deferred investments to that of taxable investments.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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