Chicago Seniors Slash Tax Bills & Boost Retirement Income With Top Team’s Advice

Feb 13, 2024

Goldstone Financial Group (+1-630-620-9300) can take the sting out of your tax bills with proven financial strategies for retirees.

Are tax bills taking a big bite out of your retirement income? Goldstone Financial Group can make sure that you don’t pay more than you absolutely have to.

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The consultancy offers tax optimization services to help you free up much-needed cash for daily necessities. They will help you lower your tax obligations, thus stretching your retirement income further. Goldstone Financial Group uses a combination of strategies to achieve this goal:

Identifying Tax Deductions

Claiming eligible medical expenses, charitable donations, and mortgage interest can significantly reduce your taxable income.

Helping You Harness Tax-Deferred Investments

IRAs and 401(k)s allow your savings to grow tax-free until the age of 73.

Ensuring You Comply With Required Minimum Distributions (RMDs) Rules

A proper asset withdrawal strategy at age 73 ensures that you don’t pay tax penalties.

Financial Planning For a Longer Retirement

Goldstone Financial Group offers tax planning for seniors in response to the fact that lifespans are growing longer. CDC data shows that Americans now live 76 years on average, compared to just 68 years in the 1950s. An additional decade might mean that you will outlive your nest egg, especially as inflation and medical costs are eating into your savings. By optimizing taxes, in addition to embarking on other financial planning strategies, you can gain greater financial security and peace of mind in your golden years.

No-Obligation Consultations

The consulting firm understands that you may have a lot of questions regarding investments and taxes. For this reason, Goldstone Financial Group offers no-obligation preliminary consultations, where you can share your financial goals and learn about possible ways to achieve them. You can rest assured that you will be handled by fiduciary advisors, who are legally obligated to put your best interests ahead of profit.

CEO Anthony Pellegrino says: “Taxes are an obligation but they should never feel like a burden. This is why we help you optimize your taxes so you can have more money in your pocket while still rendering your patriotic duty to the country.”

Make Uncle Sam and your wallet happy with expert tax planning for retirees. Partner with Goldstone Financial Group today!

Goldstone Financial Group also offers investment, wealth, retirement, and healthcare planning to clients in Brentwood, Nolensville, Franklin, and Hoffman estates. To learn more, just go to

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