It's tax season and scammers are targeting those worried about the IRS. JoePat details what to look out for and what the IRS will never do when contacting you. Plus, what age should you consider retiring? 

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

It's tax season and scammers are targeting those worried about the IRS. JoePat details what to look out for and what the IRS will never do when contacting you. Plus, what age should you consider retiring? 
For more information or to schedule a consultation call 704-946-7000 or visit <a href="http://www.belmont-capital.com">www.belmont-capital.com</a>

Retire with confidence with the Retire(Meant) For Living Podcast with JoePat Roop.

JoePat Roop is Founder, CEO and Chief Investment Strategist at Belmont Capital Advisors, and he's been helping people build successful retirements for over 25 years. His One Page Retirement Income Plan is a simple, yet effective way to ensure that you have the income you need to retire comfortably.

Don't miss an episode! Subscribe and follow.

Learn more online at Belmont-Capital.com or on social: Facebook, Instagram and LinkedIn

Retire with confidence with the Retire(Meant) For Living Podcast with JoePat Roop.
JoePat Roop is Founder, CEO and Chief Investment Strategist at Belmont Capital Advisors, and he's been helping people build successful retirements for over 25 years. His One Page Retirement Income Plan is a simple, yet effective way to ensure that you have the income you need to retire comfortably.
Don't miss an episode! Subscribe and follow.  
Learn more online at <a href="https://bit.ly/3rFKVL7">Belmont-Capital.com</a> or on social: <a href="https://bit.ly/46R6yHb">Facebook</a>, <a href="https://bit.ly/3QdYElD">Instagram</a> and <a href="https://bit.ly/46qQIDn">LinkedIn</a>

JoePat Roop is Founder, CEO and Chief Investment Strategist at Belmont Capital Advisors, and he's been helping people build successful retirements for over 25 years.

Retire(Meant) For Living Podcast

Tax Scams Targeting Your Retirement Plan

Retiring early presents challenges such as ensuring that your money lasts longer and provides a consistent income. JoePat Room discusses additional risks, including market downturns and higher spending in the early retirement years. It is important to have a clear purpose and budget for retirement. Other obstacles to consider are health insurance and long-term care. Taking withdrawals from a 401(k) can have long-term consequences and it is important to have a customized approach to retirement planning. Lost 401(k) accounts should be consolidated and a comprehensive retirement income plan should consider taxes, investments, and risks.

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

Retiring early presents challenges such as ensuring that your money lasts longer and provides a consistent income. JoePat Room discusses additional risks, including market downturns and higher spending in the early retirement years. It is important to have a clear purpose and budget for retirement. Other obstacles to consider are health insurance and long-term care. Taking withdrawals from a 401(k) can have long-term consequences and it is important to have a customized approach to retirement planning. Lost 401(k) accounts should be consolidated and a comprehensive retirement income plan should consider taxes, investments, and risks.
For more information or to schedule a consultation call 704-946-7000 or visit <a href="http://www.belmont-capital.com">www.belmont-capital.com</a>

Consolidating Lost 401(k) Accounts

On this week's show, JoePat Roop discusses the fear of running out of money in retirement and the preference of preserving money rather than growing it. He also explores the topic of taxes in retirement and the importance of having a tax strategy. The conversation emphasizes the need for a comprehensive retirement income plan that includes streams of income from various sources and considers factors such as Social Security, pensions, interest income, and 401k or IRA income. The conversation highlights the benefits of Roth IRAs and the potential to lower lifetime tax bills through proper planning.

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

On this week's show, JoePat Roop discusses the fear of running out of money in retirement and the preference of preserving money rather than growing it. He also explores the topic of taxes in retirement and the importance of having a tax strategy. The conversation emphasizes the need for a comprehensive retirement income plan that includes streams of income from various sources and considers factors such as Social Security, pensions, interest income, and 401k or IRA income. The conversation highlights the benefits of Roth IRAs and the potential to lower lifetime tax bills through proper planning.
For more information or to schedule a consultation call 704-946-7000 or visit <a href="http://www.belmont-capital.com">www.belmont-capital.com</a>

The Benefits of Roth IRAs in Retirement

This week, JoePat Roop discusses the Olympics and the excitement and pride that comes with watching athletes compete. The conversation then transitions to taxes on Olympic medals and the potential surprise taxes that individuals may face in retirement. JoePat talks about the recent global tech outage caused by a cyber security glitch and the importance of having a retirement plan that is prepared for unexpected events.

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

This week, JoePat Roop discusses the Olympics and the excitement and pride that comes with watching athletes compete. The conversation then transitions to taxes on Olympic medals and the potential surprise taxes that individuals may face in retirement. JoePat talks about the recent global tech outage caused by a cyber security glitch and the importance of having a retirement plan that is prepared for unexpected events.
For more information or to schedule a consultation call 704-946-7000 or visit <a href="http://www.belmont-capital.com">www.belmont-capital.com</a>

Tax Scams Targeting Your Retirement Plan

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