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Why Converting Everything to Roth is a MISTAKE
Manage episode 485483656 series 3436785
Are you making this mistake with your Roth conversions? In this episode, I explain why having some money in your Traditional IRA could save you thousands in taxes.
Video on Social Security Taxation: https://youtu.be/fvrpISbRVak?si=-tF8oULLC7t7GmD7
👉 Book a call with me: https://www.rivertreewealth.com/get-started
✅ If you want the Important Numbers 2025 PDF, send me an email!
Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions
Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
125 episodes
Manage episode 485483656 series 3436785
Are you making this mistake with your Roth conversions? In this episode, I explain why having some money in your Traditional IRA could save you thousands in taxes.
Video on Social Security Taxation: https://youtu.be/fvrpISbRVak?si=-tF8oULLC7t7GmD7
👉 Book a call with me: https://www.rivertreewealth.com/get-started
✅ If you want the Important Numbers 2025 PDF, send me an email!
Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions
Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
125 episodes
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