Planning for taxes in retirement is very different than filing your tax each year return

12/03/2024 7 min
Planning for taxes in retirement is very different than filing your tax each year return

Listen "Planning for taxes in retirement is very different than filing your tax each year return"

Episode Synopsis

If you don't plan correctly, taxes in retirement could be a major expense. Raj Shah and Rick Borek explain how they help their clients be as tax efficient as possible.  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.