Episode
5 Considerations Before Doing Roth Conversions With Pensions
- Podcast
- Joe Knows Retirement
- Published
- Mar 31, 2026
- Duration seconds
- 1179
- Processing state
processed
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Summary
If you have a pension and $1M+ saved, Roth conversions aren't just about if… they're about WHEN and HOW MUCH. In today's episode of Joe Knows Retirement, Joe breaks down 5 critical Roth conversion mistakes that could quietly cost you thousands in taxes, higher Medicare premiums, and lost retirement income. Most retirees assume they'll be in a lower tax bracket… but if you have a pension, that's often NOT the case. 🎥 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/