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Ten Buckets


Understanding the Ten Buckets of Taxation

Every client's financial journey is unique, yet one objective remains universal: ensuring your wealth strategy operates in harmony with your tax reality.

At 2M Financial Group, our goal is to design financial strategies that integrate seamlessly with the tax plan established by your tax professional.

Contact our office to learn how we can help you reach your financial milestones.

Robert S Keebler Tax Asset Classes Ten Bucket
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488 Kinney Ave NW
Grand Rapids, MI 49534

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Phone: 616-752-4512

Disclosure

Michael Michalak is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CO, CT, FL, GA, IL, IN, KS, KY, MD, MI, MT, NC, NE, OH, TN, TX, and WI. No insurance business may be conducted outside the states referenced.

Michael Michalak is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 488 Kinney Ave Nw, Grand Rapids, MI, 49534, 616-752-4512. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, NE, NY, OH, TX, VA, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Michael Michalak is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AR, AZ, CA, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, NE, NY, OH, TX, VA, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

2M FINANCIAL GROUP, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither 2M FINANCIAL GROUP, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
  • About
    • Meet Our Team
    • What to Expect
    • Our Alliances
  • Expertise
    • Businesses
    • Individuals
    • Investment & Retirement
    • Physicians
    • Products
    • QLAC
    • Ten Buckets
  • Resources
    • Other Advisors
    • Videos
    • Newsletters
    • Calculators
    • Helpful Links
  • Login
    • eMoney
    • NYL Virtual Service Center
    • Eagle Strategies/NYLIFE Securities
    • NYLI Funds
    • American Funds
  • Contact

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