PLAY PODCASTS
Why You Should NOT Roth Convert Everything... [Episode 65]
Season 1 ยท Episode 65

Why You Should NOT Roth Convert Everything... [Episode 65]

Joe Knows Retirement ยท Joe Schmitz Jr.

July 1, 202413m 39s

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

Roth conversions are a great tool for retirees and soon-to-be retirees, but that doesn't mean they should be the only tool in your investment tool belt. In this episode of Joe Knows Retirement, Joe shares why Roth converting all of your assets might not be as lucrative as you think and explains why a more balanced, diversified portfolio will likely be a better option for you.

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/

๐ŸŽฅ Subscribe to our YouTube channel: https://bit.ly/430T9Lv

๐Ÿ“šGet a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-youtube.html

๐ŸŸฅ Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement

๐Ÿ“ž Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/