This week, JoePat Roop emphasizes the critical importance of having a personalized income plan for retirement. He discusses the alarming statistics regarding income planning, the need for comprehensive tax planning, and the implications of social security and Medicare costs. JoePat highlights the necessity of understanding one's retirement savings, including old 401(k)s and IRAs, and the potential pitfalls of tax implications in retirement.

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

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