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Retirement Tax Planning: What It Is (Actually) + Why It Matters
Manage episode 497142934 series 3436785
Tax planning in retirement is about so much more than Roth conversions... In this episode, I share the components of a real tax plan and why it is crucial to understand this as you build your retirement plan.
š Book a call with me: https://www.rivertreewealth.com/get-started
ā 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: [email protected]
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.
127 episodes
Manage episode 497142934 series 3436785
Tax planning in retirement is about so much more than Roth conversions... In this episode, I share the components of a real tax plan and why it is crucial to understand this as you build your retirement plan.
š Book a call with me: https://www.rivertreewealth.com/get-started
ā 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: [email protected]
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.
127 episodes
All episodes
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