Tax Diversification Part 1: Overview

Kickin' with The Rickens: Redefining Retirement · Feb 11, 2025 · 18m

Gerry Ricken & Heidi Ricken-Provost 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…