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Taking Advantage of Current Tax Benefits and Exclusions
Manage episode 435169678 series 3561340
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Raj Shah and Rick Borek explain how important it is to address tax planning in retirement, including factors such as selling a home, annuities, Roth IRA conversions, IRA contributions, required minimum distributions, tax loss harvesting, and taxation of Social Security benefits. They believe timing is crucial when it comes to selling investments or assets to take advantage of stepped-up basis and minimize tax liabilities.
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.
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