I'm 60 With $2 Million and a Pension... Should I Do Roth Conversions?

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

Opublikowano: 2026-08-14

You're 60 years old, you have a pension, and you've saved $2 million for retirement. Congratulations! But now comes one of the biggest tax planning decisions you'll ever make: should you be doing Roth conversions? In this episode, Joe walks through a real-world case study showing why Roth conversions may make sense for retirees with pensions and substantial retirement savings. You'll learn why this situation is different than most retirees, how Required Minimum Distributions (RMDs) can create a future tax problem, and how proper planning could potentially save hundreds of thousands of dollars over your lifetime. 🎥 Subscribe to our You...