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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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Let's Meet


488 Kinney Ave NW
Grand Rapids, MI 49534

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Let's Talk


Phone: 616-752-4512

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

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  • 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
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 select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.

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. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

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. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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