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. 

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: <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.

Summary  A taco shop owner in Indiana fought a five-year battle over whether a taco should be considered a sandwich to comply with zoning regulations. The owner finally won the case and expanded his space. This story highlights the importance of being aware of regulations and requirements before entering into any investment or strategy. The conversation then transitions to retirement planning and the need to navigate tax technicalities. One example mentioned is the estate tax exclusion, which is currently over $13 million per spouse but will be reduced after 2025. The chapter concludes with the importance of estate planning and preserving wealth.

The Importance of Tax Technicalities

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. 

The Importance of Tax Technicalities

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