Pension and $1M+? Save $10k By Roth Converting Before Age 63!
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
Medicare premiums can be a sneaky cost for many retirees, especially those with a pension and $1 million or more saved. That's why in this episode of Joe Knows Retirement, Joe shares how you can potentially save $10,000 in Medicare premiums by being tax-smart and doing proper planning. He shares Roth conversion strategies for different financial situations, and also talks about when it might be most advantageous to not Roth convert.
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