Taxes can be the largest expense in retirement and many retirees unknowingly pay more in taxes than necessary, reducing the funds they could be using to enjoy their retirement. At Belmont Capital Advisors, we specialize in tax efficient retirement strategies to help you keep more of what you’ve worked so hard to earn.

• Designing a custom tax plan strategy just for you.
• Examining your pre-taxable retirement accounts.
• Income tax planning.
• Working to minimize your taxes as much as possible.
• IRA/ 401(k) Rollovers
• RMD’s
• Roth Conversions