Thinking about doing Roth conversions on your own, especially with a pension? It can be tricky without software, but knowing what to watch for makes all the difference. In this video, we break down the 7 most essential things DIYers need to consider before tackling Roth conversions.

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 "Midwestern Millionaire": https://keap.page/bsd964/midwestern-millionaire-toolkit-podcast.html

🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement

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