Episode
3 Roth Conversion Myths Retirees Still Believe
- Podcast
- Joe Knows Retirement
- Published
- Mar 17, 2026
- Duration seconds
- 1007
- Processing state
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Summary
Roth conversions can be one of the most powerful tax strategies for retirees. But we constantly see people avoid them because of a few common myths. If you have a pension and have saved $1 million or more for retirement, these misconceptions could cost you a lot in unnecessary taxes over time. Joe breaks down three of the biggest Roth conversion myths we hear from retirees and pre-retirees. Understanding these could help you make a much smarter decision about when and how much to convert. If you want to reduce lifetime taxes, protect your retirement income, and plan more efficiently around pensions, Social Security, and RMDs, this is a strategy you should understand. 🎥 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/reasons-roth-conversions-and-pensions-work-well-together 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/