Kickin' with The Rickens: Redefining Retirement

Should Election Results Change Tax Strategies?


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Gerry Ricken talks about people's attitudes and knee-jerk reactions, based on election results. Gerry explains to listeners why tax strategies before the election results have not changed and why Roth conversions are so key to being tax-efficient in retirement, including a story from a client that faced a big tax bubble. And Gerry talks about the family milestone he got to celebrate on a recent trip out west.

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Kickin' with The Rickens: Redefining RetirementBy Gerry and Heidi Provost Ricken