Founder and CEO of Goldstone Financial Group, Anthony Pellegrino, has released a series of guides outlining income, investment, tax, healthcare, and estate planning in light of the SECURE 2.0 Act and its staggered rollout.
-- Financial advisor Anthony Pellegrino recently released new guides as part of a broader consumer education initiative by the Goldstone Financial Group. The agency is working to expand discourse surrounding retirement planning, even as many of the provisions of the SECURE 2.0 Act of 2022 come into effect in 2025.
For more information, visit https://www.goldstonefinancialgroup.com/anthony-pellegrino/
The SECURE 2.0 Act, which introduces sweeping changes to retirement savings rules, has several implications for pre-retirees and retirees, Pellegrino explains. He cites recent analysis by McKinsey & Company, indicating that the U.S. retirement industry is in a transitional phase, with regulatory changes and demographic shifts affecting the retirement planning process.
As founder of Goldstone Financial Group, Pellegrino has released a series of guides to help Chicagoland residents better understand his approach to retirement planning, which accounts for RMD age changes, catch-up contributions to 401(k) and 403(b) plans, Qualified Charitable Distribution indexation, and withdrawal provisions.
Pellegrino announced the release of three guides: 'Essential Questions to Discuss With Your Retirement Advisor', 'New Provisions of the SECURE 2.0 Act', and 'Why You Need A Financial Advisor: Millionaire Next Door'.
These guides discuss various elements of the SECURE 2.0 act and explain possible planning approaches that involve integrating income planning, tax efficiency, healthcare considerations, and estate strategies into a unified retirement plan.
"Retirement planning is no longer a one-size-fits-all process," said Pellegrino. "With the SECURE 2.0 Act introducing new opportunities and complexities, it's important that clients ask the right questions and work with advisors who understand the full scope of their needs. Our goal is to empower clients with the knowledge and tools to make informed decisions at every stage of their retirement journey."
Anthony Pellegrino leverages his experience as a trusted retirement planning advisor and wealth manager to more than 1,500 households to help individuals and families enjoy consistent results through his fiduciary approach —placing client interests above his own.
About Goldstone Financial Group
Goldstone Financial Group is a Chicago-based wealth management firm specializing in retirement income planning, investment management, tax strategies, healthcare planning, and estate solutions.
For more information or to access the new retirement planning guides, visit https://www.goldstonefinancialgroup.com
Contact Info:
Name: Anthony Pellegrino
Email: Send Email
Organization: Goldstone Financial Group
Address: 18W140 Butterfield Road, Oakbrook Terrace, Illinois 60181, United States
Phone: +1-630-620-9300
Website: https://www.goldstonefinancialgroup.com/
Source: PressCable
Release ID: 89169860
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