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FAIRNESS ACT TAX IMPLICATIONS

Milton D. Flanagan - RICP®, ChFC®, CLU®, CASL®, MBA® | March 20, 2025

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Flanagan Financial Services

Office: 630-235-5273

Mobile: 630-235-5273

Fax: 708-876-0204

15255 S. 94th Ave

Ste 500

Orland Park, IL 60462

Series 7, 63, 65, Life & Health, Long-Term Care

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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^{Flanagan Financial Services 15255 S 94th Ave Suite 500 Orland Park, IL 60462 630-235-5273}

^{Securities and advisory services offered through Osaic Wealth, Inc., member FINRA, SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.}

Osaic Wealth does not provide tax or legal advice. The views expressed are not necessarily the opinion of Osaic Wealth.

^{This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IL, IN, MD, MI, MO, MS, NC, NV, OH, OR, RI, TN, UT, WI. No offers may be made or accepted}^{from any resident outside the specific state(s) referenced.}