JOIN US FOR A COMPLIMENTARY PRESENTATION

Tax Season Is Over!

Now What?

We're sorry - all events are now closed.

What You'll Learn

  • ON SALE UNTIL DECEMBER 31, 2025 – Our current tax law sunsets December 31, 2025 before the rates increase starting January 1, 2026. What can you do before the Sunset Provision of the current tax law expires?
  • ROTH VS. TRADITIONAL 401(k)/IRA – What are the tax benefits of saving in Roth vs. Traditional funds? Should you choose one versus the other?
  • REQUIRED MINIMUM DISTRIBUTIONS – Are you aware that these distributions can be reported as non-taxable income?
  • CONVERTING TO ROTH – Does your specific tax situation lend itself to converting from traditional IRA/401(k) funds to Roth? If so, how much and when?
  • TAX-FREE GENERATIONAL WEALTH – Are you aware that you can use traditional IRA/401(k) money to create generational tax-free income?

Featured Speaker

Gerry Ricken, along with his daughter and business partner, Heidi Ricken Provost, work as a team to help you enjoy life in retirement. We educate you to make informed and stress-free retirement decisions. Come meet with our family so we may help protect yours!

Visit Rickenfinancial.com to learn more!

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Insurance products are offered through the insurance business Ricken Financial, LLC MO Insurance License #8077622. Ricken Financial, LLC is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Ricken Financial, LLC are not subject to Investment Advisor requirements. No products will be sold at the event and while attendees are welcome to schedule individual meetings with the Advisors, there is no obligation to do so. Attendance is subject to the Advisors’ approval. As a professional courtesy, we ask that Financial Planners, Insurance Professionals, and Brokers not attend. No specific recommendations will be given on Tax, Legal, or Investment Advice. Not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency.