Gerry Ricken, Heidi Ricken-Provost, and co-host Doug Turnbull 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. They also talk about traveling to Atlanta for the Impact Partnership kick off event and the inspiring words they heard from Coach K.
For more information or to ask your own question, visit www.rickenfinancial.com!
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