Pensions & Roth Conversions: What To Plan For In Retirement

14/10/2024 21 min Temporada 1 Episodio 87
Pensions & Roth Conversions: What To Plan For In Retirement

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Episode Synopsis

Did you know only 20% of people have a pension? If that's you and you're hoping to utilize Roth conversions in retirement, then you need to make sure you plan accordingly. In this episode of Joe Knows Retirement, Joe answers common questions about Roth converting with a pension, as well as discusses specific topics in retirement like social security and Medicare that can be impacted by Roth converting with a pension. 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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