Roth Conversions: Are They Worth It? episode artwork

EPISODE · Sep 21, 2024 · 18 MIN

Roth Conversions: Are They Worth It?

from Joe Knows Retirement · host Joe Schmitz Jr.

What's the big deal with Roth conversions? In this episode of Joe Knows Retirement, Joe answers that question and describes who Roth conversions might not be right for, as well as who they often are right for. He considers factors that go into determining whether a Roth conversion is right for you, such as how much money you have in savings, whether or not you have a pension, and your willingness to work with a professional team. 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/

Episode metadata supplied by the publisher feed · Published Sep 21, 2024

Embed this episode

NOW PLAYING

Roth Conversions: Are They Worth It?

0:00 18:54

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Joe Knows Retirement?

This episode is 18 minutes long.

When was this Joe Knows Retirement episode published?

This episode was published on September 21, 2024.

Can I download this Joe Knows Retirement episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!