• Why Your Roth Conversion Could Trigger Unexpected Tax Penalties

  • May 2 2025
  • Durée: 17 min
  • Podcast

Why Your Roth Conversion Could Trigger Unexpected Tax Penalties

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  • Résumé

  • Roth conversions are a powerful tax planning opportunity for retirees, but the devil is in the details. Missing a couple small things could end up costing you.

    In this Friday Q&A, we answer the following questions:

    • How are dividends taxed in different account types?
    • If I do a Roth conversion, do I need to make estimated tax payments or can I just pay when I file my taxes?

    👉 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/questions

    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.
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