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Ready to Uncover Potential Tax Savings?
Download this 12-page guide to explore strategies that could help optimize taxes on your retirement income. You’ll learn:
• How proper planning can help you manage the taxation of Social Security benefits
• Why strategically draining taxable income from brackets with elevated tax rates can provide immediate tax savings
• Ways donor-advised funds allow you to avoid capital gains taxes
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Insurance products are offered through the insurance business Trilogy Financial Group. Trilogy Wealth Management an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Trilogy Financial Group are not subject to Investment Adviser requirements. AEWM and Trilogy Financial Group are not affiliated companies. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Trilogy Wealth Management is not affiliated with or endorsed by the U.S. Government or any governmental agency.
The Trilogy Wealth Management Team
It's our responsibility to evaluate and assess your financial situation and help create a retirement strategy that fits your unique goals.
Change is in the air.
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Sometimes it’s not about what you get — it’s about what you keep.