The Roth Conversion MISTAKE Every Retiree Should Avoid

from Retirement Answers · host Jacob Duke, CFP®

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-numbersEmail: [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.

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This episode is 11 minutes long.

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This episode was published on November 5, 2025.

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