Financial Planning
Insights: Retirement

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Are you Approaching Retirement or Transitioning Between Companies?

Whether you are approaching retirement, transitioning between companies, or faced with an early buyout from your employer – our team at Belmont Capital Advisors is the ideal choice when making retirement decisions. A lot of our clientele come from the major corporations throughout North Carolina and it is in large part due to our extensive knowledge and familiarity with their current plans and buyout packages.

There are several pieces to a complete retirement plan, and that is why it is essential to work with a Full Service firm that analyzes the following areas to make sure you’re making the right decision for your financial future:

  • Reviewing options to leverage Single vs. Joint payouts
  • Factoring in Social Security at the time of buyout or election
  • Having a Tax Strategy in place at the time of buyout or election that avoids financial harm down the road
  • Having access to all financial platforms and instruments – avoid being limited to proprietary firms or funds
  • Analyzing the Lump Sum option for cumulative long – term growth and control of the asset

Here are several of the companies that our clients retired from or rolled their retirement accounts over from:

  • Duke Energy
  • Bank of America
  • Wells Fargo
  • Time Warner
  • Harris Teeter
  • Coca Cola
  • Family Dollar
  • HDG International Group
  • SPX Corporation

So if you are approaching retirement and have a pension buyout option, or looking at a 401k rollover, please make an appointment with our office so we can assist you in making the right decision. You can either scroll down and fill out the form, or call us at 704.825.1560.

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
-Robert Kiyosaki

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We would enjoy the opportunity to sit down with you for a free, no obligation consultation. Please call today!