Pension and $1M+? Save $10k By Roth Converting Before Age 63!

Medicare premiums can be a sneaky cost for many retirees, especially those with a pension and $1 million or more saved. That's why in this episode of Joe Knows Retirement, Joe shares how you can potentially save $10,000 in Medicare premiums by being tax-smart and doing proper planning. He shares Roth conversion strategies for different financial situations, and also talks about when it might be most advantageous to not Roth convert. 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 "Midwestern Millionaire": https://keap.page/bsd964/midwestern-millionaire-toolkit-podcast.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/