This week, JoePat Roop discusses the intricacies of Roth conversions, the importance of guaranteed income in retirement, and strategies for navigating market volatility. He emphasizes the need for personalized retirement income plans and dispels common myths surrounding retirement savings and annuities. The conversation highlights the significance of understanding tax implications and the necessity of having a solid financial plan to ensure a secure retirement.

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

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