Investment Advisor In Chicago Uses
IRAs For Tax Efficiency For Recent
Retirees
Goldstone Financial Group has a new advisory
service that is perfect for you if you have recently
retired.
Goldstone Financial Group
knows that your first post-work
years can be the most critical in
determining your financial
outcomes for the rest of your
retirement. 
With the right advice, in your early
post-work years you can improve
the health of your investments and
retirement savings, and create a
plan for lifetime income distribution.
That's why their new five-step plan
covers: Income Planning,
Investment Portfolio Optimization,
Tax-Efficiency Risk Mitigation and
Asset Protection, and Ongoing
Monitoring.
Goldstone will offer a
personalized approach to
investment management,
one adept at optimizing
returns while diligently
managing risk.
They will also assist you in minimizing your tax liability by
implementing tax-efficient withdrawal strategies, like using tax-
advantaged accounts like IRAs.
Goldstone also offers continuous oversight of your investment portfolios
and periodic reviews to ensure that their strategies remain in sync with
your goals and market dynamics.
Go to
https://goldstonefinancialgroup.com/
to find out more.