Our Company News
Holiday Giving Program Helps Local Children
The spirit of the holidays shines through at Security Mutual Life… The Company That Cares® Continue Reading Holiday Giving Program Helps Local Children
Stretch IRA Substitute Revisited
Episode 210 – We take a look back at how the SECURE Act eliminated the use of the “stretch” IRA, but there may be a way to replace that lost wealth and accomplish a similar goal by using the combination of a life insurance trust and a Single Premium Immediate Annuity. Continue Reading Stretch IRA Substitute Revisited
Retirement is Better with a Plan with Lucas Benson
Episode 209 – What type of retirement plan is best for you and your business? In this podcast, we learn all the details you need to know with special guest Lucas Benson. Continue Reading Retirement is Better with a Plan with Lucas Benson
IRS Provides Relief for Missed RMDs in 2021 or 2022
Episode 208 – IRS provides relief to individuals who inherited traditional IRAs in 2020 or after and failed to take required minimum distributions. Continue Reading IRS Provides Relief for Missed RMDs in 2021 or 2022
Social Security and Medicare COLAs Announced
Episode 207 – Next year’s 8.7% Cost of Live Adjustments (COLA) increase for Social Security and reduction in Medicare Part B premiums are welcome news. But how good is the news really? Continue Reading Social Security and Medicare COLAs Announced
2022 Elections Are Over, Now What?
Episode 206 – 2022 midterm elections are over and legislative gridlock will continue. That’s why it is important to plan for our future financial security against the unexpected. Continue Reading 2022 Elections Are Over, Now What?
Cash is Not the Best Charitable Gift
Episode 205 – The holiday season is also the season of charitable giving which most people do through gifts of cash. But donating highly appreciated assets like publicly traded securities is much better. Continue Reading Cash is Not the Best Charitable Gift
Holographic Wills and the Case of Anne Heche
Episode 204 – A holographic will is basically a handwritten document that could be someone’s last will and testament. But can an email also be a holographic will? The recent death of Anne Heche has raised this question. Continue Reading Holographic Wills and the Case of Anne Heche