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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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Why This Account Changes Everything in Retirement

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Manage episode 486639046 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.

There is an account that can give you ultimate flexibility and help you reduce taxes in retirement... and no, it's not a Roth IRA. It gives you the flexibility you've dreamed of when it comes to retirement income planning and tax planning.

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

121 episodes

Artwork
iconShare
 
Manage episode 486639046 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.

There is an account that can give you ultimate flexibility and help you reduce taxes in retirement... and no, it's not a Roth IRA. It gives you the flexibility you've dreamed of when it comes to retirement income planning and tax planning.

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

121 episodes

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