How to Do a Roth Conversion If You Have a Pension

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

Opublikowano: 2026-10-13

Thinking about a Roth conversion? Moving the money is only part of the process. Choosing how much to convert, paying the taxes, and understanding the impact on your retirement plan are where costly mistakes can happen. In this episode, Joe explains how Roth conversions work and your options for converting. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/reasons-roth-conversions-and-pensions-work-well-together 📞 Schedule a call with our...