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5 Types of People Roth Conversions Almost ALWAYS Make Sense For
Season 1 ยท Episode 72

5 Types of People Roth Conversions Almost ALWAYS Make Sense For

Joe Knows Retirement ยท Joe Schmitz Jr.

August 13, 202419m 52s

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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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