Tax Diversification Part 3: Roths, HSAs, and 529s

Kickin' with The Rickens: Redefining Retirement · Feb 25, 2025 · 20m

Gerry Ricken, Heidi Ricken-Provost, and co-host Doug Turnbull talk about non-qualified accounts and how they can be very beneficial in tax planning. Heidi and Gerry define what Roths, HSAs, and 529s are, the parameters and limits for each, the ways funds can be converted to and from those accounts, and how they potentially can lighten a tax burden. The Rickens also talk about losing their Chiefs Super Bowl bet to fellow advisors in Philly and what they now have to do to pay up. To schedule your complimentary meeting with Heidi and Gerry, and to learn more about the March 25th/26th…