9 Reasons NOT to Convert to a Roth in Retirement

Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/01/roth-conversion-mistakes/ 62 with Pre-Tax Savings? Here's How to Slash Your Taxes - https://youtu.be/5w5_e5wzzCE How to Pay $0 Tax on $100k Retirement Income - https://youtu.be/_JTFjIPXces ➡ PLEASE READ! ⚠️ Be careful of scammers. In the COMMENTS section, We will NEVER offer any investment products, recommend a stock broker, or anything similar. Some scam bot commenters coordinate a “conversation,” including “asking” for investment help, and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutions/#disclosures 0:00 - Introduction 0:32 - Scenario #1 1:48 - Scenario #2 2:43 - Scenario #3 3:28 - Scenario #4 4:38 - Scenario #5 5:30 - Scenario #6 6:13 - Scenario #7 6:51 - Scenario #8 7:24 - Scenario #9 8:22 - Conclusion