Stop Waiting to Break Even on Your ROTH!
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
Most retirees, and even some advisors, completely misunderstand Roth conversions. They talk about "breaking even," but that concept doesn't even exist. In today's episode of Joe Knows Retirement, Joe breaks down the math and the truth behind Roth conversions and why it's never about a "break-even." It's about tax rates, timing, and control over your money.
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