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Tax Shelter and Estate Planning. Sit, Stay, Rollover: A Guide to IRA Rollovers. If you have a 401(k) with a former employer, you may want to consider an IRA rollover. The Other Sure Thing. Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? In life it often happens that the answers are right in our own back yards. This may be particularly true of investing. We can help take some of the mystery out of preparing for your financial future. International funds inve...

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Looking Glass Financial Services, Inc.

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Gran●●●●edge , Michigan, 48837

United States

1.88●●●●9543
ke●●●●●●●@outlook.com

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9672 R●●●●●●de Dr.

Gran●●●●edge , Michigan, 48837

United States

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ke●●●●●●@frontier.com

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Home | Synergy Financial Group | thesynergyfg.com Reviews

https://thesynergyfg.com

Tax Shelter and Estate Planning. Sit, Stay, Rollover: A Guide to IRA Rollovers. If you have a 401(k) with a former employer, you may want to consider an IRA rollover. The Other Sure Thing. Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? In life it often happens that the answers are right in our own back yards. This may be particularly true of investing. We can help take some of the mystery out of preparing for your financial future. International funds inve...

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thesynergyfg.com thesynergyfg.com
1

Tax Resources | Synergy Financial Group

http://www.thesynergyfg.com/tools/tax-resources

Tax Shelter and Estate Planning. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Get Your Free Life Insurance Quote. The data below reflects the previous day close. INX, OEX, IXIC, TNX. Market data provided by xignite.

2

The Other Sure Thing | Synergy Financial Group

http://www.thesynergyfg.com/resource-center/insurance/the-other-sure-thing

Tax Shelter and Estate Planning. The Other Sure Thing. Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? If your family relies on your income, it’s critical to know what their needs would be in the event of your death. The Most Overlooked Item of Any Home Improvement. The item most homeowners forget on their home improvement project checklist is insurance. Protecting Those Who Matter Most. Get Your Free Life Insurance Quote. INX, OEX, IXIC, TNX.

3

Lifestyle | Synergy Financial Group

http://www.thesynergyfg.com/resource-center/lifestyle

Tax Shelter and Estate Planning. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. What to Do When You Lose Your Wallet. Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe. Making the most of surprises is a great reason to work with us.

4

Glossary | Synergy Financial Group

http://www.thesynergyfg.com/tools/glossary

Tax Shelter and Estate Planning. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower in...

5

Team | Synergy Financial Group

http://www.thesynergyfg.com/team

Tax Shelter and Estate Planning. Managing Partner and Financial Advisor. Jamie has over 26 years of experience in financial services industry. He is Managing Partner of Synergy Financial Group. Click to read more. Managing Partner and Financial Consultant. Luke Sandborn is a managing partner and financial consultant with the Synergy Financial Group. He has been a business owner for 40 years with extensive experience in business retirement plans and real estate development. Click to read more. Nick Stoval...

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Home | Synergy Financial Group

Tax Shelter and Estate Planning. Sit, Stay, Rollover: A Guide to IRA Rollovers. If you have a 401(k) with a former employer, you may want to consider an IRA rollover. The Other Sure Thing. Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? In life it often happens that the answers are right in our own back yards. This may be particularly true of investing. We can help take some of the mystery out of preparing for your financial future. International funds inve...

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The Second Annual Synergy Forum. The Convergence of Cyber, Big Data and Innovation. October 4, 2016. 7:15 am 7:30 pm. The Renaissance, Washington, D.C. Get Early Bird Price Until 9/8. We've got all the rockstars from our industry in one place just for you! With talks ranging from starting to work in the industry to expanding your skill set as an experienced user we have sessions for everyone! Director of Digital Futures. NITAAC GWAC Marketing Strategy Consultant. NITAAC, National Institutes of Health.

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