Episode

The Roth Conversion MISTAKE Every Retiree Should Avoid

Podcast
Retirement Answers
Published
Nov 5, 2025
Duration seconds
695
Processing state
not_requested
Canonical source
https://share.transistor.fm/s/abd80fe1
Audio
https://media.transistor.fm/abd80fe1/0b68dfdb.mp3
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/v1/public/podcasts/retirement-answers-5918904/episodes/the-roth-conversion-mistake-every-retiree-should-avoid
Markdown
/podcast/retirement-answers-5918904/the-roth-conversion-mistake-every-retiree-should-avoid.md

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Summary

Roth conversions might help you save on taxes in retirement, but that doesn't mean you only need Roth IRAs... In this episode, I share why it's actually tax-efficient to have money in a Traditional IRA. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbers 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.