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Listen "5 Reasons to Roth Convert If You Have A Pension [Episode 56]"
Episode Synopsis
Pensions are a huge asset to have in retirement, but they can also make tax planning trickier. In this episode of Joe Knows Retirement, Joe shares five reasons why doing a Roth conversion can be helpful if you have a pension in retirement. From causing you to be in a higher tax bracket to making you pay increased Medicare premiums, pensions can affect all sorts of things in retirement, so Roth converting could make a lot of sense. 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/ 🎥 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-youtube.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
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