Raj Shah and Rick Borek explain why it's imperative that you have a tax strategy going into retirement and how they help their clients at SC Wealth Advisors. 

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 why it's imperative that you have a tax strategy going into retirement and how they help their clients at SC Wealth Advisors. 
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.

You need to plan ahead for taxes in retirement

Many people are nervous about running out of money in retirement, leading them to consider annuities as a source of guaranteed income. However, financial advisors often find that their clients are not interested in annuities, despite seeking safer portfolios and income protection. Raj Shah and Rick Borek explain how annuities provide contractual guaranteed income and can be suitable for some investors. 

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. 

Many people are nervous about running out of money in retirement, leading them to consider annuities as a source of guaranteed income. However, financial advisors often find that their clients are not interested in annuities, despite seeking safer portfolios and income protection. Raj Shah and Rick Borek explain how annuities provide contractual guaranteed income and can be suitable for some investors. 
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.

Many people are nervous about running out of money in retirement, leading them to consider annuities as a source of guaranteed income. However, financial advisors often find that their clients are not interested in annuities, despite seeking safer portfolios and income protection. Annuities provide contractual guaranteed income and can be suitable for some investors. They offer principal protection and stock market participation, with high payout rates currently available. Surrender charges and lack of liquidity are common concerns, but modern annuity plans offer access to funds and flexibility. Annuities can be used to create a pension-like income stream and provide a guaranteed payout that is not reliant on Social Security or government decisions.

Demystifying Annuities: Understanding Guaranteed Income in Retirement

Raj Shah and Rick Borek delve into the importance of retirement planning and the need for a comprehensive financial plan. They highlight the key factors that impact retirement, such as savings, expenses, taxes, medical costs, and long-term care. 

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 delve into the importance of retirement planning and the need for a comprehensive financial plan. They highlight the key factors that impact retirement, such as savings, expenses, taxes, medical costs, and long-term care. 
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.

The conversation delves into the importance of retirement planning and the need for a comprehensive financial plan. It highlights the key factors that impact retirement, such as savings, expenses, taxes, medical costs, and long-term care. The discussion emphasizes the significance of having a well-thought-out plan to address these factors and ensure a secure retirement.

Having a Plan vs Simply Saving is Vital for Retirement Success

Raj Shah and Rick Borek discuss strategies to limit tax bills in retirement and maximize retirement income. They emphasize the importance of examining the entire financial situation, including retirement accounts and after-tax accounts, to find opportunities to save on income taxes. Raj and Rick go into the benefits of coordinating IRA and 401k distributions with Social Security payments and minimizing tax liability. The potential advantages of Roth IRA conversions are discussed, highlighting the long-term benefits and the opportunity to have tax-free withdrawals in the future. 

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 strategies to limit tax bills in retirement and maximize retirement income. They emphasize the importance of examining the entire financial situation, including retirement accounts and after-tax accounts, to find opportunities to save on income taxes. Raj and Rick go into the benefits of coordinating IRA and 401k distributions with Social Security payments and minimizing tax liability. The potential advantages of Roth IRA conversions are discussed, highlighting the long-term benefits and the opportunity to have tax-free withdrawals in the future. 
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.

The conversation discusses strategies to limit tax bills in retirement and maximize retirement income. It emphasizes the importance of examining the entire financial situation, including retirement accounts and after-tax accounts, to find opportunities to save on income taxes. The conversation also explores the benefits of coordinating IRA and 401k distributions with Social Security payments and minimizing tax liability. The potential advantages of Roth IRA conversions are discussed, highlighting the long-term benefits and the opportunity to have tax-free withdrawals in the future. The conversation concludes by emphasizing the difference between tax-deferred and tax-free accounts and the importance of planning to reduce the total tax bill in retirement.

You need to plan ahead for taxes in retirement

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