Tax Planning: Kicking Off 2025 The Right Way

Kickin' with The Rickens: Redefining Retirement · Jan 21, 2025 · 19m

Gerry Ricken & Heidi Ricken-Provost discuss the financial moves people should make to start off the new year. Gerry and Heidi talk about the importance of tax planning, so people can both experience growth the whole year and plan for any taxes they will have to incur. They specifically discuss the importance of not waiting to do Roth conversions. Gerry and Heidi explain how to anticipate for and pace out required minimum distributions and how qualified charitable distributions are not retroactive. For more information or to ask your own question, visit www.rickenfinancial.com! Follow us on…