Gerry Ricken and co-host Doug Turnbull talk about people's attitudes and knee-jerk reactions, based on election results. Gerry explains to listeners why tax strategies before the election results have not changed and why Roth conversions are so key to being tax-efficient in retirement, including a story from a client that faced a big tax bubble. And Gerry talks about the family milestone he got to celebrate on a recent trip out west.
For more information or to ask your own question, visit www.rickenfinancial.com