Securing your retirement income stream

July 24, 2023

Insights from Joseph Patrick Roop, founder of Belmont Capital Advisors

Step into the fascinating world of investment, and you’ll quickly encounter a name that shines brighter than the rest: Joseph Patrick Roop, also known as JoePat. With a career spanning over two decades, JoePat has effortlessly carved his way to greatness, establishing himself as an industry icon. At the helm of Belmont Capital Advisors, he embarks on a noble mission to uplift his clients, equipping them with the tools and knowledge necessary to navigate the intricate landscape of finance, shaping a future brimming with prosperity and finding profound fulfillment in their investment endeavors, as well as preparing them for the future.

Read more: https://www.digitaljournal.com/business/securing-your-retirement-income-stream-insights-from-joseph-patrick-roop-founder-of-belmont-capital-advisors/article#ixzz88LIXd4WU

Building Wealth Brick by Brick

By JoePat Roop • December 10, 2024
Real Estate Investment Strategies for Beginners

45% Americans Could Run Out Of Money In Retirement Despite Financial Planning: 4 Mistakes To Avoid

September 30, 2024
Joseph Patrick Roop’s Insights: Four Common Retirement Planning Mistakes That Could Leave You Without Enough Money

Studies Reveal 45% Of American Retiring At 65 Will Run Out Of Money

September 30, 2024
Joseph Patrick Roop Highlights the Financial Risks of Retiring at 65 and How to Avoid Running Out of Money in Retirement

Boomer 'retirement wave' is about to hit: How employers can ensure their financial security

September 30, 2024
Joseph Patrick Roop’s Advice for Employers: How to Support Baby Boomers' Financial Security as They Approach Retirement

Focusing only on your 401(k) or IRA? Why that may not be the best retirement move.

September 30, 2024
Maximize Your Retirement Savings: Expert Tips from Joseph Patrick Roop on 401(k) Contributions, Roth IRAs, and Diversification Strategies

Social Security COLA 2025 Predictions Ahead of Decision

September 30, 2024
How Rising Medicare Premiums and Lower Social Security COLA Predictions Could Impact Seniors' 2025 Benefits
An elderly woman is sitting in a wheelchair in a hospital hallway.

An inherited IRA can boost your finances, but new IRS rules may mean a tax headache

September 30, 2024
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.

Strategic Tax Planning for Retirement

August 13, 2023
Insights from Joseph Patrick Roop, founder of Belmont Capital Advisors

BUILDING A DIVIDEND-PAYING PORTFOLIO FOR RETIREMENT

July 24, 2023
EXPERT INSIGHTS FROM JOSEPH PATRICK ROOP, FOUNDER OF  BELMONT CAPITAL ADVISORS

Is 70 the New 65? Maybe, When It Comes to Retirement

By JoePat Roop • June 5, 2023
Is 70 the New 65? Maybe, When It Comes to Retirement