Episode Details

Most retirees, and even some advisors, completely misunderstand Roth conversions. They talk about "breaking even," but that concept doesn't even exist. In today's episode of Joe Knows Retirement, Joe breaks down the math and the truth behind Roth conversions and why it's never about a "break-even." It's about tax rates, timing, and control over your money.

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 "I Hate Taxes": https://keap.page/bsd964/toolkit-podcast.html

🟥 Read our latest article featured in Kiplinger:  https://www.kiplinger.com/retirement/why-you-should-not-put-all-your-money-into-roth-iras

📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/