90% of People Should NOT Do a Roth Conversion?… But You Might Need To If You Have a Pension

from Joe Knows Retirement · host Joe Schmitz Jr.

Most people should NOT do a Roth conversion, but if you have a pension and $1 million or more saved, the rules completely change. In this video, Joe breaks down exactly when a Roth conversion makes sense, when it doesn't, and why so many people get this decision wrong. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/reasons-roth-conversions-and-pensions-work-well-together 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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This episode is 18 minutes long.

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This episode was published on February 5, 2026.

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