Retirement Answers

Jacob Duke, CFP®

Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more. Here's...

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Retirement Answers

Episodes (164)

Jul 22nd Does My Roth 401k Satisfy The 5-Year Roth IRA Rule?
Jul 15th Stop Saving For Retirement... (Here's Why)
Jul 4th Are You Waiting Too Long to Sell Winning Investments?

Retirement Answers

Jul 22, 2026
29 minutes
26 MB

Have you been contributing to a Roth 401(k) for years and assumed that time counts toward the Roth IRA five-year rule when you roll it over? 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-important-numbers 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 ta...

Retirement Answers

Does My Roth 401k Satisfy The 5-Year Roth IRA Rule?

Jacob Duke, CFP®

00:00 -28:47