Should I Do Roth Conversions With A Pension? | Early Retirement Hotline
About this episode
Ari Taublieb discusses tax strategy and financial planning for a listener with significant assets and a pension.
Most people think tax strategy is the starting point. It’s not. It’s the final layer that sits on top of a life you actually want to live. In this episode, Ari Taublieb, CFP®, responds to a listener with over $3 million across pre-tax, Roth, and brokerage accounts, plus a pension and future Social Security. On paper, everything looks optimized. In reality, he’s stuck on a question that keeps a lot of high savers from moving forward. Should he use his brokerage account for income, for tax st...
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