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Show Notes
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/questions
Email: [email protected]
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.