Do NOT Roth Convert If You Meet These 6 Rules
Description
Most people hear "Roth conversions save taxes"… but that's NOT always true. In today's episode, Joe breaks down 6 situations where a Roth conversion can actually hurt you, especially if you are in or near retirement. Whether you have a pension, you're a Midwestern Millionaire, or you're part of that 2% of retirees with over $1M saved, tax planning is critical. The Roth rules are not one-size-fits-all and making the wrong move could cost you tens or even hundreds of thousands of dollars over your lifetime.
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