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6 Common Tax Mistakes Most Retirees Make (And How to Avoid Them)
Manage episode 463574723 series 3436785
Taxes could very easily be your largest expense in retirement. So, having a strategic tax plan might prove to be the most important thing you can do. In this episode, I share 6 common tax mistakes retirees make around withdrawals, Roth conversions, capital gains, & Social Security.
👉 Book a call with me: https://www.rivertreewealth.com/get-started
✅ If you want the Important Numbers 2025 PDF, send me an email!
Email: jacob@rivertreewealth.com
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.
DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
101 bölüm
Manage episode 463574723 series 3436785
Taxes could very easily be your largest expense in retirement. So, having a strategic tax plan might prove to be the most important thing you can do. In this episode, I share 6 common tax mistakes retirees make around withdrawals, Roth conversions, capital gains, & Social Security.
👉 Book a call with me: https://www.rivertreewealth.com/get-started
✅ If you want the Important Numbers 2025 PDF, send me an email!
Email: jacob@rivertreewealth.com
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.
DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
101 bölüm
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