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 women’s seminar and other Ricken Financial events, go to RickenFinancial.com or call 314-442-6476.
Follow us on social media: Facebook | Instagram | YouTube
See omnystudio.com/listener for privacy information.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.