Why You Should NOT Roth Convert... [Joe Knows Retirement, Episode 65] скачать в хорошем качестве

Why You Should NOT Roth Convert... [Joe Knows Retirement, Episode 65]

Roth conversions are a great tool for retirees and soon-to-be retirees, but that doesn't mean they should be the only tool in your investment tool belt. In this episode of Joe Knows Retirement, Joe shares why Roth converting all of your assets might not be as lucrative as you think and explains why a more balanced, diversified approach will likely be a better option for you. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/sc... 🎥 Subscribe to our channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-yout... 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/... 📞 Apply to talk with us: https://peakretirementplanning.com/sc... #retirement #retirementplanning #rothira Timestamps: 00:00 Intro 01:04 Why you should not Roth convert everything 10:58 When it could make sense to Roth convert everything Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is a Securities and Exchange Commission registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.