Sign up to save your podcasts
Or
Share Why This Account Changes Everything in Retirement
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Why This Account Changes Everything in Retirement
There is an account that can give you ultimate flexibility and help you reduce taxes in retirement... and no, it's not a Roth IRA. It gives you the flexibility you've dreamed of when it comes to retirement income planning and tax planning.
👉 Book a call with me: https://www.rivertreewealth.com/get-started
âś… 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.
View all episodes
By Jacob Duke, CFP®
4.9
9898 ratings
There is an account that can give you ultimate flexibility and help you reduce taxes in retirement... and no, it's not a Roth IRA. It gives you the flexibility you've dreamed of when it comes to retirement income planning and tax planning.
👉 Book a call with me: https://www.rivertreewealth.com/get-started
âś… 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.
More shows like Retirement Answers
View all
Sound Retirement Radio
441 Listeners
Your Money, Your Wealth
778 Listeners
The Retirement and IRA Show
736 Listeners
Retirement Answer Man
1,287 Listeners
Retire Sooner with Wes Moss
439 Listeners
Retirement Starts Today
510 Listeners
Big Picture Retirement®
524 Listeners
Stay Wealthy Retirement Podcast
666 Listeners
The Boldin Your Money Podcast
180 Listeners
Retire With Purpose - The Retirement Podcast
562 Listeners
Ready For Retirement
790 Listeners
The Rob Berger Show
174 Listeners
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
38 Listeners
Retirement Planning Education, with Andy Panko
741 Listeners
Retire With Style
172 Listeners