Gerry Ricken, Heidi Ricken-Provost, and co-host Doug Turnbull discuss what tax loss-harvesting is and how people can use it to minimize the taxes they pay on capital gains. Heidi and Gerry also explain the kinds of accounts this works and does not work for and how losses can be applied across a portfolio to offset gains. Then they share the tax pros and cons of municipal bonds and why people need an advisor to walk them through these helpful, but tricky processes. And Gerry and Heidi share about the “Cocktails for Camp” event they attended to benefit a cause very close to their hearts.
Get your complimentary meeting with Heidi and Gerry – call 314-442-6476 or go to RickenFinancial.com.
To learn more about the March 12th/13th tax event, 25th/26th women’s seminar, and other Ricken Financial events, go to RickenFinancial.com or call 314-442-6476.
Find the Rickens on social media and YouTube:
https://www.facebook.com/RickenFinancial
https://www.instagram.com/rickenfinancial/
https://www.youtube.com/@rickenfinancial
See omnystudio.com/listener for privacy information.
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