We all know about IRAs and 401ks, but are there other ways to optimize your retirement savings? Yes, and it involves the investment account. In this episode of Retirement Answers, I discuss some of the potential tax issues that lie in waiting if all of your retirement assets are in tax-deferred accounts and provide some ideas around how you lower that future tax risk.

👉 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/ask-a-question

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.