Episode Details

So you've decided to do a Roth conversion, now it's time to determine just how much to Roth convert. In this episode of Joe Knows Retirement, Joe goes through several case studies to show all the considerations that go into determining the right Roth conversion amount based on your financial situation. Including factors like pensions, social security, Medicare premiums, capital gains, and more, he demonstrates the complexity of Roth conversions and the importance of working with a professional when doing them, especially if you've saved over $1 million in tax-differed vehicles.

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