Preparing for taxes in retirement

27/02/2024 6 min
Preparing for taxes in retirement

Listen "Preparing for taxes in retirement"

Episode Synopsis

If left untouched, taxes could be the biggest expense you face in retirement. Raj Shah and Rick Borek explain how they help their clients put together a tax strategy.  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.