skinny.

Latest / Retirement Answers

Why Converting Everything to Roth is a MISTAKE

Are you making this mistake with your Roth conversions? In this episode, I explain why having some money in your Traditional IRA could save you thousands in taxes.

Video on Social Security Taxation: https://youtu.be/fvrpISbRVak?si=-tF8oULLC7t7GmD7

👉 Book a call with me: https://www.rivertreewealth.com/get-started

✅ 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: jacob@rivertreewealth.com

Website: https://www.rivertreewealth.com

LinkedIn: https://www.linkedin.com/in/jacobduke…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.