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Customized Financial Strategies

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At Senior Financial Services we help our clients by designing a customized financial strategy that often combines more than one product. Each part of the strategy will often dovetail with the others to produce a comprehensive plan addressing asset protection and growth, income that meets or exceeds the client’s needs, efficient tax strategies as well as efficient methods of passing assets to your heirs. Contact Fred Orentlich at 800-679-2858
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Maximize Your Retirement with Senior Financial Services Inc New Legislation and its Effects on Retirement Planning Part 5 (Married Senior Couple earning $100,000.00)

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At Senior Financial Services we don’t take shortcuts. Hard work and research are hallmarks of our practice. For help with your retirement planning needs, contact Fred Orentlich of Senior Financial Services at 800-679-2858   Income Components (Example) Source Annual Amount Social Security benefits $50,000 401(k)/IRA withdrawals $40,000 Dividends/interest $10,000 Total $100,000 Assumes both spouses receive Social Security and retirement account income.   Standard Deduction & Senior Deduction Step 1: Standard Deduction Married filing jointly (2025): $31,500 Additional senior deduction: $6,000 per spouse → $12,000 total Total deduction: $31,500 + 12,000 = $43,500 This reduces taxable income :   Taxable Social Security Combined income formu...
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Location: Florida, USA
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