Tax planning might be the most consequential part of your retirement plan... If you plan well, you could save yourself hundreds of thousands of dollars over your lifetime. If you don't plan at all, you could give up a huge amount of your hard earned savings.

In this episode, I share 5 of the most common tax planning mistakes that I see as a retirement planner.

👉 Book a call with me: https://www.rivertreewealth.com/get-started

Social Security Tax Video: https://youtu.be/fvrpISbRVak?si=g1qdLsCw-H9LMmYz

✅ 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.