Unleash Your WealthUnleash Your Wealth

Investing Smart: Beyond the 401(k)

View descriptionShare

Raj Shah and Rick Borek discuss 401(k) plans and the advantages of IRAs and Roth IRAs. They emphasize limitations of 401(k) plans and the benefits of having more control over investments through IRAs, as well as the significant tax advantages of utilizing Roth 401(k) accounts.

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. 

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

  1. Unleash Your Wealth

    97 clip(s)

Unleash Your Wealth

Raj Shah is the president and founder of SC Wealth Advisors in Chicago, Illinois. He has been practi 
Social links
Follow podcast
Recent clips
Browse 96 clip(s)