Nashville Annuity & Retirement Savings Experts: Minimize Tax Exposure In 2023

Jul 18, 2023

If you live in Nashville, Franklin, Brentwood, or a surrounding part of Tennessee, you now have access to industry-leading retirement advice from Goldstone Financial Group (630-620-9300), one of Chicago’s most respected teams.

If inflation has put the mockers on your retirement savings plan, you certainly aren’t alone.

The team of senior advisors at Goldstone Financial Group develops strategies that help you juggle your current expenses, while still setting aside savings for the future.

In addition to standard 401(k) and IRS savings vehicles, the team can design a short- and long-term investment strategy that’s rock-solid through any type of market instability. When you combine that with intelligent use of other savings vehicles, you’ll have diverse and stable sources of income in retirement.

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If you’re in Tennessee, the good news is that you can access Goldstone’s industry-leading expertise in one of three recently opened locations. Operating under the fiduciary standard, the firm provides you with up-to-date retirement planning advice with the single goal of securing your financial future.

A central aspect of Goldstone’s service is to help you understand the range of retirement savings vehicles that are currently available and the tax implications of each option. As an example, the firm points out that qualified annuities are subject to standard income tax rates when you make a withdrawal, while Roth IRA annuities are funded with after-tax dollars, minimizing later taxation rates.

Which one suits you best depends on your own circumstances, and that’s where Goldstone’s senior advisors can help. The company highlights a 2023 Retirement Confidence Survey from the Employee Benefit Research Institute, which revealed that 80% of workers and retirees are concerned about the impact of inflation.

In addition to annuities, Goldstone’s latest services cover a variety of potential retirement income sources, including IRA and 401(k) plans, investments, rental income, and pensions. The team specializes in creating more diverse investment portfolios, so your assets are better protected against the kind of turmoil we’ve seen in recent years.

The recent addition of three Tennessee locations builds on Goldstone’s existing network, which includes Hoffman Estates, Northbrook, Lake Forest, Orland Park, and corporate headquarters in Oakbrook Terrace.

“We understand retirement income planning is a complex process that requires expertise and knowledge of various financial products and strategies,” founder and CEO Anthony Pellegrino explained. “Goldstone Financial Group can help clients develop a plan that maximizes their income sources, minimizes taxes, and provides for your essential expenses.”

There’s lots of economic uncertainty right now, but one thing you can be sure of is that Goldstone’s team of experts will work to secure your financial future.

Speak to a senior advisor today. Check out so you can learn more.

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