
5 Types of People Roth Conversions Almost ALWAYS Make Sense For
Joe Knows Retirement ยท Joe Schmitz Jr.
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Show Notes
Roth conversions aren't always the best investment option for everyone, but for these five types of people, they almost always are. In this episode of Joe Knows Retirement, Joe discusses five types of people who will nearly in all cases benefit from doing a Roth conversion. From people with over $1 million in tax-deferred investments to people who have a pension, Joe shares about the unique opportunity they have in this video.
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