Why You Should NOT Roth Convert Into The 32% Bracket

25/07/2025 18 min Temporada 1 Episodio 172
Why You Should NOT Roth Convert Into The 32% Bracket

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Episode Synopsis

If you've thought about Roth converting all the way into the 32% bracket, you might want to think again. In this episode of Joe Knows Retirement, Joe talks about why Roth converting into the 32% bracket might not be a good idea, especially if you have a pension and $1 million or more saved. He shares different considerations that should go into your decision to Roth convert, as well as dives into the different Medicare premium tiers and discusses how they can affect your decision. 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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