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Four Roth IRA Pitfalls Your Adviser May Not Tell You About
Aaron Tallen, Security Benefit's Vice President, Head of Distribution Ops & 401k Defined Contributions, recently spoke with Kiplinger about the risks of Roth IRAs.
Kiplinger March 17, 2025
The MYGA as a Bond Alternative
Sales of multi-year guaranteed annuities accounted for about 37% of individual annuity sales. David Byrnes, chief distribution officer at Security Benefit, expects worries about the presidential transition and the geopolitical situation to help keep MYGA sales strong.
ThinkAdvisor January 02, 2025