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Content provided by Jacob Duke, CFPĀ® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFPĀ® and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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This is the BEST Way To Do Roth Conversions

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Manage episode 477184202 series 3436785
Content provided by Jacob Duke, CFPĀ® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFPĀ® and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What if you could do a Roth conversion completely tax-free? Would you even believe me if I said this was possible?

In this episode, I share how you can use a charitable gifting strategy in tandem with your Roth conversions to eliminate the taxes on the conversion. It's like magic, but it's not... It's just strategy!

šŸ‘‰ Book a call with me: https://www.rivertreewealth.com/get-started

āœ… 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.

  continue reading

118 episodes

Artwork
iconShare
 
Manage episode 477184202 series 3436785
Content provided by Jacob Duke, CFPĀ® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFPĀ® and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What if you could do a Roth conversion completely tax-free? Would you even believe me if I said this was possible?

In this episode, I share how you can use a charitable gifting strategy in tandem with your Roth conversions to eliminate the taxes on the conversion. It's like magic, but it's not... It's just strategy!

šŸ‘‰ Book a call with me: https://www.rivertreewealth.com/get-started

āœ… 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.

  continue reading

118 episodes

All episodes

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