The Importance of Tax Technicalities

02/07/2024 6 min
The Importance of Tax Technicalities

Listen "The Importance of Tax Technicalities"

Episode Synopsis

Raj Shah and Rick Borek explain the importance of being aware of regulations and requirements before entering into any investment or strategy. They also encourage you be aware of tax technicalities.  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.