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Change is in the air.

Will your retirement be affected?

Sometimes it’s not about what you get — it’s about what you keep.

Download this helpful guide: Tax Strategies for Retirement: Buckets Create Tax Choices

Do you have a tax-efficient retirement strategy?
Download this 12-page guide to learn more about potential tax strategies for retirement.

This guide will cover:

  • Why your taxes might not decrease in retirement
  • How "buckets" can help illustrate the impact of taxes on varying assets
  • What required minimum distributions could mean for your tax bracket
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  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

About Us

Trilogy Financial Group’s mission is to empower you, our client, to help preserve your most valued possessions: your life, income and retirement nest egg. Our primary areas of focus are retirement planning, IRA and 401(k) rollovers, asset protection strategies and debt reduction.

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Insurance products are offered through the insurance business Trilogy Financial Group. Trilogy Financial Group is also 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 Advisor requirements.