Unleash Your Wealth Raj Shah

The conversation delves into the importance of retirement planning and the need for a comprehensive financial plan. It highlights the key factors that impact retirement, such as savings, expenses, taxes, medical costs, and long-term care. The discussion emphasizes the significance of having a well-thought-out plan to address these factors and ensure a secure retirement.

The conversation discusses strategies to limit tax bills in retirement and maximize retirement income. It emphasizes the importance of examining the entire financial situation, including retirement accounts and after-tax accounts, to find opportunities to save on income taxes. The conversation also explores the benefits of coordinating IRA and 401k distributions with Social Security payments and minimizing tax liability. The potential advantages of Roth IRA conversions are discussed, highlighting the long-term benefits and the opportunity to have tax-free withdrawals in the future. The conversation concludes by emphasizing the difference between tax-deferred and tax-free accounts and the importance of planning to reduce the total tax bill in retirement.

We're hearing warnings that Social Security will need to make some changes in the next 10 or so years. Raj Shah and Rick Borek have come up with strategies to help their clients hedge against benefit cuts. 

For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com

Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. 
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It can be extremely difficult to know who to trust when it comes to your retirement savings. Raj Shah and Rick Borek break down what your financial advisor should and should not be doing when it comes to your financial future. 

For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com

Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. 
See omnystudio.com/listener for privacy information.

There is a lot of general advice out there on what 'magic number' you should save for retirement. Raj Shah and Rick Borek explain why some people might be saving too much, and how you can find out what your target number should actually be. 

For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com

Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. 
See omnystudio.com/listener for privacy information.

Raj Shah and Rick Borek explain why it's imperative that you have a tax strategy going into retirement and how they help their clients at SC Wealth Advisors. 

For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com

Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. 
See omnystudio.com/listener for privacy information.