13 Roth Conversion Windows You CAN'T Afford To Miss

Podcast: Joe Knows Retirement · Joe Schmitz Jr., CFP® ChFC® CKA®

Opublikowano: 2026-08-07

If you have a pension and $1 Million or more saved, often the question is not whether you should do a Roth conversion, but when. In this episode of Joe Knows Retirement, Joe walks through 13 Roth conversion windows that could help you reduce taxes, lower future required minimum distributions and make smarter retirement decisions. From early retirement to Medicare, Social Security, the widow's penalty, charitable giving, and more, you'll learn the key opportunities that could make Roth conversions far more valuable. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's b...