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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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Lunch Seminars

Name: Lunch Seminar
Start: 2024-09-11T11:00:00+00:00
End: 2024-09-11T12:00:00+00:00
Location: Butterfly Club

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11:00 am

November 9, 2023 @ 11:00 am - 12:00 pm

Lunch Seminar

Lino’s Pizza & Italian Restaurant 5611 E. State Street, Rockford

AVOID COSTLY MISTAKES THAT ARE OFTEN MADE WITH 401K’S, IRA’S, AND RETIREMENT PLANS

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Contact Us

Phone: 815.484.0700
Email: office@seyllerfinancial.com
Office Hours: Monday-Thursday: 9-5
Friday: 9-12
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185 Buckley Drive, Suite A
Rockford, IL 61107
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645 3rd Street,
Beloit, WI 53511
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1333 Burr Ridge Parkway, Suite 200
Burr Ridge, IL 60527
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Insurance products are offered through the insurance business Seyller Financial Group, LLC. Seyller Financial Group, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Seyller Financial Group, LLC are not subject to investment Advisor requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.

Any media logos and or trademarks contained herein are the property of their respective owners and are not an endorsement by those owners of our firm or this presentation.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 1897474 - 8/23