EPISODE · Jun 11, 2025 · 17 MIN
8 Reasons When You Should Take Out From Your Roth (If You Have A Pension)
from Joe Knows Retirement · host Joe Schmitz Jr.
You might have heard to not touch your Roth IRA so that your tax-free investments grow as much as possible. But in this episode of Joe Knows Retirement, Joe shares 8 times when it actually does make sense to take out from your Roth, especially if you have a pension and $1 million+ saved. Whether it's to save money in Medicare premiums or Social Security tax, or just because you had an uncommonly high income year, Joe shares advice on when to wisely take from your Roth. 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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8 Reasons When You Should Take Out From Your Roth (If You Have A Pension)
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