Your after-tax return matters most. We understand that is reality, and that's why we favor investments that allow our clients to keep more, and the government to keep less.
We would like to design a cutting-edge integrated tax and retirement strategy to help you defend your invested assets against inflation, market fluctuations and the IRS. We can help you manage risk, and show you ways to defer and reduce income, capital gains and estate taxes so that you have more money left over to live well.
If you have attained great success, this is the only kind of wealth management you should have.
Each of our clients enjoys our expertise in assisting them with the following planning areas:
- Portfolio income strategies
- Strategic tax management
- Liability risk management
- Estate distribution analysis and planning
- Income scheduling and analysis
- Capital accounts administration
- Critical financial event response
Re-Engineering Retirement
TODAY, 28% OF RETIREES ARE WITHDRAWING 10% OR MORE OF THEIR SAVINGS PER YEAR TO PAY FOR EXPENSES.
Don't let that happen to you. Thereis no better time to examine your retirement strategies than today. With the help of our program called "Re-Engineering Retirement" you can learn how to create retirement income strategies designed to maximize your resources.
IRAs and 401ks - Do You Know "The Rest of The Story?"
In 1989, US News and World Report published and article written by Leo Weidner entitled, "How Congress Is Peddling IRA and 401k Snake Oil." In the article, Mr. Weidner stated, "One of the Original IRA and 401k tenets held that deferring tax until retirement was advantageous because funds would likely be taxed at a lower rate". That is no longer axiomatic. You may well spend retirement in the same or higher bracket if you accumulate a respectable retirement nest egg. In fact, tax rates will likely rise in the future to cover budget deficits. So, our question is, why postpone the inevitable and compound the tax problem?
Are you interested in knowing how to potentially avoid paying tax on up to 85% of your social security and draw out your retirement income tax free?
Goldstone Wealth Management is a registered S-Corporation in Illinois and a registered entity with the IIlinois Department of Financial and Professional Regulations and Illinois Department of Insurance.
Goldstone Wealth Management DOES NOT offers securities and not a broker/dealer registered with FINRA/SEC. This website is for information only and is not an offer to sell or invest in securities and not an offer to sell or invest in securities |
