Taxes are often one of the biggest—and most overlooked—expenses in retirement. Many retirees end up paying more than they need to, which can shrink the money available for the things they enjoy.

At Belmont Capital Advisors, we help you plan ahead with Tax-smart strategies designed to keep

more of your retirement income in your pocket.

We can help you with:

• Custom tax planning
• Reviewing pre-tax retirement accounts
• RMDs and Roth conversions
• IRA/401(k) rollovers
• Income tax strategies to reduce what you owe

A thoughtful tax plan can make a big difference. Let’s build one that works for you.