Roth Conversions: Are They Worth It?
Joe Knows Retirement · Joe Schmitz Jr.
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
What's the big deal with Roth conversions? In this episode of Joe Knows Retirement, Joe answers that question and describes who Roth conversions might not be right for, as well as who they often are right for. He considers factors that go into determining whether a Roth conversion is right for you, such as how much money you have in savings, whether or not you have a pension, and your willingness to work with a professional team.
Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-youtube.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement
📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/