Everything to Know About Roth Conversions if You Have a Pension - 21 Things to Consider

from Joe Knows Retirement · host Joe Schmitz Jr.

Thinking about a Roth conversion? If you have a pension and $1M+ saved, this is REQUIRED viewing. Joe breaks down 21 must-know rules to avoid massive tax mistakes, lower your future RMDs, and protect your spouse from the widow's penalty. 🎥 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/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 22 minutes long.

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This episode was published on December 10, 2025.

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