Why Your Roth Conversion Could Trigger Unexpected Tax Penalties
Description
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?
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✅ 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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