BUILDING A DIVIDEND-PAYING PORTFOLIO FOR RETIREMENT
July 24, 2023
EXPERT INSIGHTS FROM JOSEPH PATRICK ROOP, FOUNDER OF
BELMONT CAPITAL ADVISORS
Within the domain of investment and financial planning, Joseph Patrick Roop, commonly referred to as JoePat, has emerged as a prominent and respected figure. With a successful career spanning over two decades, JoePat has amassed vast expertise in creating personalized solutions that secure his clients’ financial security. As the founder and president of Belmont Capital Advisors, he has meticulously developed a boutique-style investment firm focusing on establishing strong client relationships and providing comprehensive financial advice.
READ MORE: The Ritz Herald
Real Estate Investment Strategies for Beginners
Joseph Patrick Roop’s Insights: Four Common Retirement Planning Mistakes That Could Leave You Without Enough Money
Joseph Patrick Roop Highlights the Financial Risks of Retiring at 65 and How to Avoid Running Out of Money in Retirement
Joseph Patrick Roop’s Advice for Employers: How to Support Baby Boomers' Financial Security as They Approach Retirement
Maximize Your Retirement Savings: Expert Tips from Joseph Patrick Roop on 401(k) Contributions, Roth IRAs, and Diversification Strategies
How Rising Medicare Premiums and Lower Social Security COLA Predictions Could Impact Seniors' 2025 Benefits
The IRS has released new rules for beneficiaries of inherited IRAs that will take effect in 2025. These changes clarify the controversial "10-year rule," requiring most beneficiaries to fully withdraw the IRA within 10 years, with some facing mandatory annual distributions if the original account holder had begun taking RMDs before passing away. This marks a significant shift from the previous ability to "stretch" distributions over a lifetime. In this post, we'll break down the new rules, highlight important exceptions, and offer tips on how to best navigate these changes to avoid costly tax mistakes.
Insights from Joseph Patrick Roop, founder of Belmont Capital Advisors
Insights from Joseph Patrick Roop, founder of Belmont Capital Advisors
Is 70 the New 65? Maybe, When It Comes to Retirement
