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.
👉 Book a call with me: https://www.rivertreewealth.com/get-started
✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbers
Other episodes mentioned: https://open.spotify.com/episode/1lGNMCcz8U7wyWSdNS0kNA?si=8fcecfdd482445cd
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.
👉 Book a call with me: https://www.rivertreewealth.com/get-started
✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbers
Other episodes mentioned: https://open.spotify.com/episode/1lGNMCcz8U7wyWSdNS0kNA?si=8fcecfdd482445cd
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.
