Episode Details

Pensions are a huge asset to have in retirement, but they can also make tax planning trickier. In this episode of Joe Knows Retirement, Joe shares five reasons why doing a Roth conversion can be helpful if you have a pension in retirement. From causing you to be in a higher tax bracket to making you pay increased Medicare premiums, pensions can affect all sorts of things in retirement, so Roth converting could make a lot of sense.

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