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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.

Moving to a new state may have tax consequences that can follow you long after you settle in.

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Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

This calculator can help you estimate your annual federal income tax liability.

How Long Will Your Funds Last?

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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