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Tax Diversification Part 1: Overview
Gerry Ricken, Heidi Ricken-Provost, and co-host Doug Turnbull discuss the importance of a diversified tax strategy. In part one of this six-part series, Heidi and Gerry list and briefly explain 10 different ways people can save on or even possibly eliminate taxes: traditional accounts, QCDs, net unrealized appreciation, ROTHs, HSAs, 529 plans, tax loss-harvesting, capital gains, municipal bonds, and tax-free retirement. Heidi also shares about a 2/13 “Galentine’s Day” event and a women’s seminar for Ricken Financial clients.
To learn more about the upcoming Galentine’s Day party, the March 25th/26th women’s seminar, and other Ricken Financial events, call 314-442-6476 or visit www.rickenfinancial.com!
Follow us on social media: Facebook | Instagram | YouTube
See omnystudio.com/listener for privacy information.
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By Gerry and Heidi Provost RickenGerry Ricken, Heidi Ricken-Provost, and co-host Doug Turnbull discuss the importance of a diversified tax strategy. In part one of this six-part series, Heidi and Gerry list and briefly explain 10 different ways people can save on or even possibly eliminate taxes: traditional accounts, QCDs, net unrealized appreciation, ROTHs, HSAs, 529 plans, tax loss-harvesting, capital gains, municipal bonds, and tax-free retirement. Heidi also shares about a 2/13 “Galentine’s Day” event and a women’s seminar for Ricken Financial clients.
To learn more about the upcoming Galentine’s Day party, the March 25th/26th women’s seminar, and other Ricken Financial events, call 314-442-6476 or visit www.rickenfinancial.com!
Follow us on social media: Facebook | Instagram | YouTube
See omnystudio.com/listener for privacy information.