5 Considerations Before Doing Roth Conversions With Pensions cover art

5 Considerations Before Doing Roth Conversions With Pensions

5 Considerations Before Doing Roth Conversions With Pensions

Listen for free

View show details

About this listen

If you have a pension and $1M+ saved, Roth conversions aren't just about if… they're about WHEN and HOW MUCH. In today's episode of Joe Knows Retirement, Joe breaks down 5 critical Roth conversion mistakes that could quietly cost you thousands in taxes, higher Medicare premiums, and lost retirement income. Most retirees assume they'll be in a lower tax bracket… but if you have a pension, that's often NOT the case.

🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv

📚Get a FREE copy of Joe's book "I Hate Taxes":
https://keap.page/bsd964/toolkit-podcast.html

🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/reasons-roth-conversions-and-pensions-work-well-together

📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.