Why Advisors HATE Roth Conversions
Update: 2025-12-06
Description
Most advisors don't understand retirees with a pension + $1M+ saved… and today, Joe exposes why so many of them hate Roth conversions and why that advice can cost the 2% Club thousands in taxes.
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/reasons-roth-conversions-and-pensions-work-well-together
📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
Comments
In Channel



