This is the BEST Way To Do Roth Conversions episode artwork

EPISODE · Apr 15, 2025 · 14 MIN

This is the BEST Way To Do Roth Conversions

from Retirement Answers · host Jacob Duke, CFP®

What if you could do a Roth conversion completely tax-free? Would you even believe me if I said this was possible?In this episode, I share how you can use a charitable gifting strategy in tandem with your Roth conversions to eliminate the taxes on the conversion. It's like magic, but it's not... It's just strategy!👉 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.

Episode metadata supplied by the publisher feed · Published Apr 15, 2025

Embed this episode

NOW PLAYING

This is the BEST Way To Do Roth Conversions

0:00 14:55

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.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Retirement Answers?

This episode is 14 minutes long.

When was this Retirement Answers episode published?

This episode was published on April 15, 2025.

Can I download this Retirement Answers episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!