Resources
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Cal Savers Employee Benefits
CalSavers is a state-run retirement savings program for private sector workers whose employers do not offer a retirement plan.
![59.5 brochure](https://www.trilogyfs.com/wp-content/uploads/2020/12/59.5_brochure.png)
59 1/2: Why is this Age So Important?
As you approach retirement it's important to explore your options, health-care concerns, and get the best advice to successfully transition into those golden years.
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Estate Strategies: Critical Elements of an Estate Plan
With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones.
![tfs the secure act](https://www.trilogyfs.com/wp-content/uploads/2020/12/SecureAct_brochure.png)
The SECURE Act
The recently implemented SECURE Act can be confusing to understand. With our free eBook, and the help of a Trilogy Advisor, we can help you navigate how the SECURE Act may impact your financial strategy moving forward.
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Annual Financial Reminder Checklist
Reviewing your financial situation now to help put yourself info a good financial position moving forward.
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2024 Quick Tax Reference
This reference guide compiles key IRS guidelines including tax brackets, contribution limits, deductions, and capital gains rates for the 2024 tax year.