Her Advisor Said No To Roth Conversions?? (Pension & $2M+ Case Study)
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
Does doing a Roth conversion make sense if you're retiring with a pension and $2 million+ saved? In this episode of Joe Knows Retirement, Joe shares a case study of a real-life client in this situation who was told by another advisor to not to do a Roth conversion, and why he doesn't think that's the best advice. He also talks about possible objections you might hear to doing a Roth conversion and why they may or may not make sense.
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