Retirement Tax Planning: What It Is (Actually) + Why It Matters

from Retirement Answers · host Jacob Duke, CFP®

Tax planning in retirement is about so much more than Roth conversions... In this episode, I share the components of a real tax plan and why it is crucial to understand this as you build your retirement plan.👉 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/questionsEmail: [email protected]: https://www.rivertreewealth.comLinkedIn: https://www.linkedin.com/in/jacobdukeJacob 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.

What this episode covers

NOW PLAYING

0:00 23:59

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

PodSights Health & Wellness podsights.ai Transform your wellbeing journey. Get trusted, evidence-based answers to your health, fitness, and mental wellness questions. Make informed decisions about your health. Visit podsights.ai to create your own wellness podcast. NEWMORROW SESSIONS - A PodCast Series on the Future of Hospitality Mario C. Bauer, Florian Schneider, Axel Weber & Dr. Tillman Bardt The Newmorrow PodCast is more than a podcast — it's a platform for open dialog on the future of our business, a platform for those building what doesn’t exist yet. Here, we share and embrace our passion for the hospitality industry, but we won’t romanticize the journey. We ask the tough questions, confront uncomfortable truths, and prepare for a future that resists easy answers. We believe that the tougher and wilder times become, the more openly, honestly and humanely people need to talk to each other and act together. We believe, openness, togetherness, and truthfulness should also be cornerstones of a professional community to develop our utopian idea of „open source“. This is a space where visionaries don’t just imagine the future — they wrestle with the paradoxes that shape it: success vs. happiness, data vs. instinct, stability vs. reinvention. Join leaders, entrepreneurs, and thinkers as they share not what made them — but what’s actively shaping them, now and next. So tune in The Math Factor C Goodman-Strauss Kyle Kellams A brief, weekly math conversation and puzzle, airing on KUAF 91.3 FM, Fayetteville Arkansas. Send your answers, comments, questions, puzzles, or cash, to [email protected]! Bob Rozaieski Fine Woodworking Bob Rozaieski Fine Woodworking Join your host, Bob Rozaieski, as he answers your questions and brings you tips and tricks to help you get the most out of your time in the shop.

Frequently Asked Questions

How long is this episode of Retirement Answers?

This episode is 23 minutes long.

When was this Retirement Answers episode published?

This episode was published on July 28, 2025.

What is this episode about?

Can I download this Retirement Answers episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!