Episode Details

Do you really need a Roth IRA in retirement? Personally, I don't think so if you create a good income plan, so in today's episode, I share how a couple with $1.2m can generate tax-free income in retirement without any money in Roth IRAs.

Other episodes or videos mentioned: 

• Social Security Tax Video: https://youtu.be/fvrpISbRVak?si=g1qdLsCw-H9LMmYz
• Tax-Gains Harvesting Video: https://youtu.be/7Qz0FD4XeN8

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Email: jacob@rivertreewealth.com
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.