Heidi Ricken-Provost & Gerry Ricken discuss how capital gains and net unrealized appreciation can actually save money in taxes. Gerry and Heidi define what each is and explain how moving or using money within these accounts can cost less in taxes than traditional income taxes. They also define the different tax brackets and parameters for tax savings in each instance. And they talk about the tedious task of picking paint colors for their new office.
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.
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