Episode Details
Back to EpisodesIf You're Retiring With $1 Million Or More, You NEED To Know This Strategy
Description
Roth conversions are a helpful money-saving strategy for many retirees, but for those retiring with at least $1 million or who have a pension, they're almost a non-negotiable. In this episode of Joe Knows Retirement, Joe shares everything you need to know about Roth conversions if you're retiring with a high net worth. From social security tax to Medicare premiums to capital gains, he explains how Roth conversions can save you thousands of dollars in your retirement.
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