These Are The Sweet Spots For Roth Conversions If You Are 55-63 w/ A Pension & $1M+
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
If you're between the ages of 55-63 and will retire with a pension and $1 million or more saved, this video is for you. In this video, Joe talks about the two Roth conversion sweet spots that you'll want to pay attention to during this unique time before you retire. He talks about how many retirees in your shoes should expect to be in a higher tax bracket in retirement, and shares ways to take most advantage of the 12% and 24% brackets.
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