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. 

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: <a href="https://scwealthadvisors.com/">scwealthadvisors.com</a>
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.

“Unleash Your Wealth” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Raj Shah is the president and founder of SC Wealth Advisors in Chicago, Illinois. He and his team have more than a half a century combined experience working for their clients!

Learn more about Raj and his team at https://scwealthadvisors.com

Follow on Facebook, LinkedIn, and Twitter!

“Unleash Your Wealth” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Raj Shah is the president and founder of SC Wealth Advisors in Chicago, Illinois. He and his team have more than a half a century combined experience working for their clients!
Learn more about Raj and his team at <a href="https://scwealthadvisors.com">https://scwealthadvisors.com</a>
Follow on <a href="https://www.facebook.com/scwealthadvisors/">Facebook</a>, <a href="https://www.linkedin.com/in/rajan-shah-2a984454/">LinkedIn</a>, and <a href="https://twitter.com/SRRadioShow">Twitter</a>!

Unleash Your Wealth

Raj Shah is the president and founder of SC Wealth Advisors in Chicago, Illinois. He has been practicing income planning for more than 15 years. He focuses on wealth management and retirement strategies. “Unleash Your Wealth” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor.

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. 

Investing Smart: Beyond the 401(k)

Raj Shah and Rick Borek compare the elements of a Thanksgiving dinner to essential components of a retirement plan, emphasizing the need for a stable income source. They highlight the benefits of fixed index annuities in the current high-interest rate environment, addressing common misconceptions and the importance of understanding different types of annuities. 

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. 

Raj Shah and Rick Borek compare the elements of a Thanksgiving dinner to essential components of a retirement plan, emphasizing the need for a stable income source. They highlight the benefits of fixed index annuities in the current high-interest rate environment, addressing common misconceptions and the importance of understanding different types of annuities. 
For more information or to schedule a consultation with SC Wealth Advisors visit: <a href="https://scwealthadvisors.com/">scwealthadvisors.com</a>
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.

Raj Shah and Rick Borek compare the elements of a Thanksgiving dinner to essential components of a retirement plan, emphasizing the need for a stable income source. They highlight the benefits of fixed index annuities in the current high-interest rate environment, addressing common misconceptions and the importance of understanding different types of annuities.   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. 

If Retirement Was Your Thanksgiving Dinner

Raj Shah and Rick Borek stress the importance of financial planning in the face of potential layoffs and the necessity of estate planning to safeguard one's legacy. They emphasize the need for individuals, especially those nearing retirement, to understand their financial situation and prepare for unexpected events. 

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. 

Raj Shah and Rick Borek stress the importance of financial planning in the face of potential layoffs and the necessity of estate planning to safeguard one's legacy. They emphasize the need for individuals, especially those nearing retirement, to understand their financial situation and prepare for unexpected events. 
For more information or to schedule a consultation with SC Wealth Advisors visit: <a href="https://scwealthadvisors.com/">scwealthadvisors.com</a>
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.

Raj Shah and Rick Borek stress the importance of financial planning in the face of potential layoffs and the necessity of estate planning to safeguard one's legacy. They emphasize the need for individuals, especially those nearing retirement, to understand their financial situation and prepare for unexpected events.   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. 

Dealing with Layoffs and Having a Backup Retirement Plan

Raj Shah and Rick Borek get into the upcoming changes in tax brackets and standard deductions set by the IRS for the 2025 tax year, emphasizing the importance of strategic tax planning to maximize savings. It highlights the potential expiration of the 2017 Trump tax cuts and the implications for retirement planning, particularly regarding Roth IRA conversions and capital gains. 

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. 

Raj Shah and Rick Borek get into the upcoming changes in tax brackets and standard deductions set by the IRS for the 2025 tax year, emphasizing the importance of strategic tax planning to maximize savings. It highlights the potential expiration of the 2017 Trump tax cuts and the implications for retirement planning, particularly regarding Roth IRA conversions and capital gains. 
For more information or to schedule a consultation with SC Wealth Advisors visit: <a href="https://scwealthadvisors.com/">scwealthadvisors.com</a>
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.

Raj Shah and Rick Borek get into the upcoming changes in tax brackets and standard deductions set by the IRS for the 2025 tax year, emphasizing the importance of strategic tax planning to maximize savings. It highlights the potential expiration of the 2017 Trump tax cuts and the implications for retirement planning, particularly regarding Roth IRA conversions and capital gains.   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. 

Investing Smart: Beyond the 401(k)

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