Her Advisor Said No To Roth Conversions?? (Pension & $2M+ Case Study)

Does doing a Roth conversion make sense if you're retiring with a pension and $2 million+ saved? In this episode of Joe Knows Retirement, Joe shares a case study of a real-life client in this situation who was told by another advisor to not to do a Roth conversion, and why he doesn't think that's the best advice. He also talks about possible objections you might hear to doing a Roth conversion and why they may or may not make sense. 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 "I Hate Taxes": https://keap.page/bsd964/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/