Latest / Kickin' with The Rickens: Redefining Retirement
Should Election Results Change Tax Strategies?
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. For more information or to ask your own question, visit www.rickenfinancial.comSee omnystudio.com/listener for privacy information.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.