PareShah Partners

12/06/2025

We just released a new 10-minute educational video breaking down the advantages and disadvantages of a SEP IRA—one of the most flexible retirement planning tools for self-employed individuals and small business owners. The goal is to help you understand how this strategy works, when it’s beneficial, and where its limitations may affect long-term planning.

In the video, we cover contribution limits, tax benefits, employer-only funding rules, and how SEP IRAs compare with other retirement plan options. Whether you’re an entrepreneur looking to optimize savings or evaluating the right plan for your business, this overview provides clear, actionable insight.

We hope you find it valuable and encourage you to share it with clients, colleagues, or anyone exploring smart retirement solutions.

11/06/2025

We are pleased to welcome Safe Retirement Solutions and Rod Borowy to the PareShah Partners family. Rod has built a thoughtful and client-focused practice grounded in trust, care, and long-term financial guidance. We deeply respect the work that he has done and the relationships that have been nurtured over the years.

We warmly welcome Rod and the Safe Retirement Solutions clients to PareShah Partners. Our commitment remains the same: to provide clear guidance, objective advice, and support at every stage of retirement planning. We look forward to continuing these relationships and serving you with the same level of dedication and personal attention you have come to expect.

10/28/2025

💼 Cash Balance Plans: A Smarter Way to Save on Taxes & Accelerate Retirement Savings

At PareShah Partners, we help business owners and professionals design tax-efficient retirement strategies that build wealth while reducing current-year tax liability.

Our new video explains how Cash Balance Plans work — and why they’ve become one of the most powerful tools for CPAs and clients seeking larger deductions and faster retirement accumulation.

🎥 Watch the full video here: https://www.pareshah.com/cash-balance-plans

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

10/17/2024

Join us for an in-depth webinar on ”Cash Balance Plans in the Retirement Planning Market,” where we will explore the rising popularity of these plans among business owners. You'll learn how these plans work, their potential for wealth accumulation, and how they can be strategically set up and executed to align with your business goals.

Complimentary: Join us on October 23, 29 or 31 at 2 P.M.!

09/24/2024

We’ve just wrapped up our CPE seminar series on "All Things Roth," and the feedback has been incredibly rewarding. It's been a pleasure to share insights and strategies for retirement planning using Roth accounts.

Here’s what some attendees had to say:
• "Another fantastic webinar."
• "Excellent presentation of a complex topic regarding retirement savings strategies."
• "I offer my sincerest congratulations on delivering an outstanding webinar. Your presentation was marked by clarity and engagement, demonstrating your profound expertise and leaving a lasting impact. Your capacity to articulate complex ideas with ease is truly commendable. I am grateful for your willingness to share your insights and eagerly anticipate your future endeavors."

A huge thank you to everyone who joined and engaged with us, specifically Joel Meltzer. Looking forward to more opportunities to dive into important financial planning topics!

09/20/2024

I had the privilege of conducting a 75-minute presentation for over 400 advisors at Max Life Insurance as part of the MDRT Academy. It was an enriching experience to share knowledge on how financial advisors can grow their practice, serve their clients better, and ultimately achieve MDRT success. As volunteers at MDRT Academy, we are passionate about helping advisors advance their careers while making a positive impact on their communities. The session emphasized the importance of continuous learning and adapting to the evolving financial landscape.

A special thanks to Ravi Rajpal for his exceptional moderation, and to my co-presenter, David Blake, for his insightful contributions. I’d also like to thank Lena Polishuk for her support throughout the event. Together, we delivered a session that aimed to inspire and equip these advisors to reach new heights in their professional journeys. I’m proud to be part of this mission to help advisors unlock their potential and strive for MDRT success.

09/19/2024

On Tuesday, we had the pleasure of hosting a successful CPE seminar on "All Things Roth," where I had the opportunity to speak about this critical tool for retirement planning. We covered the history of Roth accounts, recent changes, and safeguards to consider when implementing Roth strategies.

The attendees were highly engaged and shared some great feedback:
• "This webinar on Roth, an important tool for retirement period planning, was nicely presented and gave a good overview of history, details of recent changes, and safeguards to follow in implementing."
• "Excellent presentation of a complex topic regarding retirement savings strategies."
• "Excellent presentation! You really are well-versed on the topic."

Thank you to everyone who participated. We are having a rerun on this topic today, 9/19 and Monday, 9/23. You can sign up with the link below.

Complimentary: Join us on September 17th, 19th or 23rd @ 2:00 PM

09/17/2024

🌍 Had an amazing time chatting with Ashok Vyas on ITV Gold, where we explored the global nature of money through the lens of MDRT! 💼🌟 It’s fascinating how, despite different laws around the world, financial advisors can still collaborate across borders. Mr. Vyas was surprised to see just how similar conversations about money and planning can be, no matter where you are. 💬✨

Catch our insightful 30-minute segment here!

https://www.youtube.com/watch?v=BVVHPvHMubc

ITV Gold

"Understanding Universal Language of Money!!" with Paresh Shah CFP, Managing Principal, PareShah Partners LLCITV Gold is the longest running South Asian TV s...

09/13/2024

Join us for an insightful webinar on ”All Things Roth,” where we will explore the growing significance of Roth accounts in retirement planning, especially in light of the SECURE Act 1.0 and 2.0 changes. Don't miss this opportunity to understand how these legislative updates can impact your financial future!

VIRTUAL EVENT: Join us on September 17th, 19th or 23rd @ 2:00 PM