The year-end tax clock is ticking, but taxes are only one piece of the retirement puzzle. Heidi Ricken Provost and Gerry Ricken discuss Roth conversions, tax-loss and tax-gain harvesting, Medicare and long-term care planning, and why a million-dollar portfolio alone doesn’t determine retirement readiness. They also tackle Social Security timing, old 401(k)s, vacation homes, cash reserves, and the importance of building a retirement strategy around your own income, expenses, taxes, health care, and goals.

Get your complimentary meeting with Heidi and Gerry to make a comprehensive plan for your retirement – call 314-442-6476 or go to RickenFinancial.com.

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