Roth Conversions Just Got More Complicated (OBBBA Update)

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Retirement Answers

Jacob Duke, CFP®

137 episodes

1 week ago

Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more. Here's to learning everything you need to know to live out your dream retirement!

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Roth Conversions Just Got More Complicated (OBBBA Update)

Retirement Answers

17 minutes

1 month ago

Roth Conversions Just Got More Complicated (OBBBA Update)

The OBBBA was passed back in July 2025, but now Roth conversions are more confusing for retirees. The new senior deductions might be helpful for some, but for those who were planning to do Roth conversions could have some tough decisions to make.

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Other episodes mentioned: https://open.spotify.com/episode/1lGNMCcz8U7wyWSdNS0kNA?si=8fcecfdd482445cd

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Email: jacob@rivertreewealth.com
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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.