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Why Advisors HATE Roth Conversions

EPISODE · Dec 6, 2025 · 11 MIN

Why Advisors HATE Roth Conversions

from Joe Knows Retirement · host Joe Schmitz Jr.

Most advisors don't understand retirees with a pension + $1M+ saved… and today, Joe exposes why so many of them hate Roth conversions and why that advice can cost the 2% Club thousands in taxes. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-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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Why Advisors HATE Roth Conversions

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