Do THIS Instead of a Roth Conversion

Roth conversions can be one of the best tax planning strategies in retirement, especially if you have a pension and $1 million or more saved. But what if the bigger opportunity isn't just saving taxes? In this episode of Joe Knows Retirement, Joe challenges Midwestern Millionaires to think beyond Roth conversions and ask a much bigger question: What is the real purpose of your money?

🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv

📚Get a FREE copy of Joe's book "Midwestern Millionaire":
https://keap.page/bsd964/midwestern-millionaire-toolkit-podcast.html 

🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/times-that-a-roth-conversion-is-a-bad-idea-for-retirees

📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/