90% of People Should NOT Do a Roth Conversion?… But You Might Need To If You Have a Pension
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
Most people should NOT do a Roth conversion, but if you have a pension and $1 million or more saved, the rules completely change. In this video, Joe breaks down exactly when a Roth conversion makes sense, when it doesn't, and why so many people get this decision wrong.
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