This week, JoePat Roop discusses the importance of understanding net income in retirement planning, particularly in relation to Social Security and Medicare. He highlights the implications of IRMA surcharges and the need for proactive tax planning. The discussion also covers the limitations of 401(k) plans as a sole retirement strategy and emphasizes the necessity of evaluating individual income needs for a secure retirement.

For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com