Episode description

Today, I'm sharing 7 reasons you shouldn't do Roth conversions... I hear about far too many people who are trying to do Roth conversions, but they shouldn't be doing any at all. Yes, Roth conversions are a power tax planning strategy for retirees, but it's not the best strategy for everyone.

Creating a comprehensive plan that is unique to your situation is key. Don't just do Roth conversions because it's what everyone is talking about!

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Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

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DISCLAIMER: This podcast is not meant to be taken as tax, legal, or investment advice. All content is for educational purposes only.