Tax Center

Tax resources to help you make informed decisions as you plan for retirement

When it comes to planning for your future – the impact of taxes on your retirement can be significant. We’ve compiled resources that explain broad tax topics and provide strategies to help you and your heirs’ manage taxes over your lifetimes.

Tax Center

2020 Tax Updates

 

2020 Quick Reference Tax Guide

On December 20, 2019, Congress passed the SECURE Act into law. This legislation reflects significant policy changes to defined contribution plans (such as 401(k)s), defined benefit pension plans, individual retirement accounts (IRAs), and 529 college savings accounts.

View SECURE Act Details
 

From 2020 income tax brackets, exemptions and deductions to contribution plan limits and education incentives, this handy one-page guide compiles key IRS guidelines for the 2020 tax year.

View the Guide

 

Security Benefit does not provide accounting, legal, or tax advice and nothing contained herein should be construed as such advice. Please consult your own accounting, legal, or tax advisor.