Do These 8 Things BEFORE You Roth Convert

from Joe Knows Retirement · host Joe Schmitz Jr.

Roth conversions can be one of the most powerful tax planning opportunities in retirement, especially if you have a pension and $1 million or more saved. But converting too quickly could mean missing other opportunities or paying taxes you did not need to pay. In this video, Joe covers 8 things to consider before doing a Roth conversion. The goal is not simply to convert as much as possible, but to determine how much to convert, when to convert, and how a Roth conversion fits into your complete retirement and tax strategy. 🎥 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-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/why-retirees-with-pensions-need-roth-conversions 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

Episode metadata supplied by the publisher feed · Published Sep 29, 2026

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Do These 8 Things BEFORE You Roth Convert

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This episode was published on September 29, 2026.

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