If You're Retiring With $1 Million Or More, You NEED To Know This Strategy

04/12/2024 24 min Temporada 1 Episodio 98
If You're Retiring With $1 Million Or More, You NEED To Know This Strategy

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Episode Synopsis

Roth conversions are a helpful money-saving strategy for many retirees, but for those retiring with at least $1 million or who have a pension, they're almost a non-negotiable. In this episode of Joe Knows Retirement, Joe shares everything you need to know about Roth conversions if you're retiring with a high net worth. From social security tax to Medicare premiums to capital gains, he explains how Roth conversions can save you thousands of dollars in your retirement. 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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