Do These 8 Things BEFORE You Roth Convert

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

Opublikowano: 2026-09-29

Roth conversions can be one of the most powerful tax planning opportunities in retirement, especially if you have a pension and $1 million or more saved. But converting too quickly could mean missing other opportunities or paying taxes you did not need to pay. In this video, Joe covers 8 things to consider before doing a Roth conversion. The goal is not simply to convert as much as possible, but to determine how much to convert, when to convert, and how a Roth conversion fits into your complete retirement and tax strategy. 🎥 Subscribe to our YouTube channel: https://bit.ly/4...