Beginning at age 70 ½, the IRS requires individuals to take minimum payments — called required minimum distributions, or RMDs — from their retirement savings accounts, whether they need the income or not.
At Belmont Capital Advisors, our team works closely with baby boomers to plan for RMDs, as they can have adverse implications as they relate to:
In an age when the government is providing less support than ever to Social Security recipients, Belmont Capital Advisors is here to help you make the right choices when it comes to your future.
Our founder, JoePat Roop, is proudly NSSA (National Social Security Advisors) certified. That means he is situated to help you make more informed decisions regarding your Social Security options.
Much of our clientele come from major corporations throughout North Carolina, including Duke Energy, Bank of America, Wells Fargo, and Time Warner, due in large part to our extensive knowledge and familiarity with their current plans and buyout packages.
There are many components in a complete retirement plan, and that is why it’s essential to work with a full-service firm that analyzes the following areas to make sure you’re making the best decision for your financial future:
Part of Belmont Capital Advisor’s retirement planning includes pension plans. Do you know the best way to handle your pension so there are no hiccups throughout your entire retirement? Our income planners can design your pension plan to help ensure the worst never happens and your best days are ahead.
Start your investment planning process today. Complete the form below and someone from our office will contact you shortly.