Retiring at 60? Maximize Your Savings & Minimize Taxes with These Strategies 💡

If you're nearing retirement and all your retirement savings are in a pre-tax 401k, this video is for you! We'll explore how Roth conversion strategies can help with tax planning and boost your retirement savings. Work With Me: https://www.rivertreewealth.com/get-started ✅ Get the FREE Important Numbers PDF here: https://www.rivertreewealth.com/2025-important-numbers Other videos mentioned: https://youtu.be/gJHEDuukbKI?si=REZ_RMiitviL1y4x https://youtu.be/7Qz0FD4XeN8?si=-HcoAGXRDkKtz_JU DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only. #retirementplanning #howmuchtoretire #taxplanning #retirement