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If you have a pension and $1 million or more saved, there's a major Roth conversion window you need to understand before it closes. In this video, Joe breaks down the biggest opportunities retirees have right now to reduce future taxes, lower Medicare costs, avoid the widow's penalty, and create more tax-free income in retirement.
🎥 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/roth-conversion-can-head-off-medicare-irmaa
📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
By Joe Schmitz Jr., CFP® ChFC® CKA®4.8
2828 ratings
If you have a pension and $1 million or more saved, there's a major Roth conversion window you need to understand before it closes. In this video, Joe breaks down the biggest opportunities retirees have right now to reduce future taxes, lower Medicare costs, avoid the widow's penalty, and create more tax-free income in retirement.
🎥 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/roth-conversion-can-head-off-medicare-irmaa
📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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