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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 Your Roth Conversion Could Trigger Unexpected Tax Penalties

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Manage episode 480232441 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.

Roth conversions are a powerful tax planning opportunity for retirees, but the devil is in the details. Missing a couple small things could end up costing you.

In this Friday Q&A, we answer the following questions:

  • How are dividends taxed in different account types?
  • If I do a Roth conversion, do I need to make estimated tax payments or can I just pay when I file my taxes?

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 480232441 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.

Roth conversions are a powerful tax planning opportunity for retirees, but the devil is in the details. Missing a couple small things could end up costing you.

In this Friday Q&A, we answer the following questions:

  • How are dividends taxed in different account types?
  • If I do a Roth conversion, do I need to make estimated tax payments or can I just pay when I file my taxes?

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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