5 Roth Conversion MISTAKES That Could Cost You Hundreds of Thousands in Retirement
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
If you have a pension and $1M+ saved, chances are you've thought about a Roth conversion, but most people make critical mistakes that can cost them hundreds of thousands in unnecessary taxes. In this video, Joe breaks down the 5 biggest Roth conversion mistakes we see from high-net-worth retirees, especially those in what we call the 2% Club: hardworking, diligent savers who deserve to keep what they've earned.
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