There is a major difference between working with an advisor and planning your tax strategy versus letting taxes fall where they may. Raj Shah and Rick Borek explain how they help their clients plan their tax strategy in the most efficient manner.  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.

Ver todos los episodios