Why Converting Everything to Roth is a MISTAKE

What this episode covers

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/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.

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Frequently Asked Questions

How long is this episode of Retirement Answers?

This episode is 17 minutes long.

When was this Retirement Answers episode published?

This episode was published on May 28, 2025.

What is this episode about?

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👉...

Can I download this Retirement Answers episode?

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