5 Reasons to Roth Convert If You Have A Pension [Joe Knows Retirement, Episode 56] скачать в хорошем качестве

5 Reasons to Roth Convert If You Have A Pension [Joe Knows Retirement, Episode 56]

Pensions are a huge asset to have in retirement, but they can also make tax planning trickier. In this episode of Joe Knows Retirement, Joe shares five reasons why doing a Roth conversion can be helpful if you have a pension in retirement. From causing you to be in a higher tax bracket to making you pay increased Medicare premiums, pensions can affect all sorts of things in retirement, so Roth converting could make a lot of sense. 📞 Schedule a call with our team: 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/... #retirement #retirementplanning #pension Timestamps: 00:00 Should you roth convert if you have a pension? 01:32 1. You should expect to always be in a higher tax bracket 02:41 2. IRMAA (medicare premiums) 03:42 3. Social security tax torpedo 07:19 4. You don't need your RMD 10:54 5. The widow's penalty 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your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate.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 were registered or exempt from registration.