Why having a tax strategy in retirement is a must!

02/04/2024 7 min
Why having a tax strategy in retirement is a must!

Listen "Why having a tax strategy in retirement is a must!"

Episode Synopsis

Tax planning could completely change your retirement plan. Raj Shah and Rick Borek break down the strategies they use with their clients to help them 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.