Retiring at 60? Maximize Your Savings & Minimize Taxes with These Strategies 💡
Are you 60 and have all your retirement funds in a pre-tax 401k? Discover effective Roth conversion strategies to reduce taxes and boost your retirement income. Watch now!
Jacob Duke, CFP®
38.4K views • Oct 18, 2025
About this video
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
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
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Video Information
Views
38.4K
Likes
532
Duration
16:15
Published
Oct 18, 2025
User Reviews
4.6
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