Why Roth Conversions Could Save Your Retirement (or Ruin It)

07/10/2025 16 min Temporada 1 Episodio 197
Why Roth Conversions Could Save Your Retirement (or Ruin It)

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Episode Synopsis

If you have a pension and $1 Million+ saved, you’re in the 2% of retirees facing the toughest tax problems in retirement. Most advisors never talk about this… but if you don’t plan right, you could lose hundreds of thousands to Uncle Sam. Don’t assume what works for the average retiree will work for you. If you’re in this small group, your plan needs to be different.   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 “Midwestern Millionaire”: https://keap.page/bsd964/midwestern-millionaire-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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