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Pension Options and Roth Conversions

7/6/26: With two big pensions in the mix, and a big pot of pre-tax money, should Roth conversions be the priority?

PodcastsMark TalercioJuly 6, 2026Jill Schlesinger, Jill on Money, MoneyWatch, retire, retirement, retirement planning, retirement checkup, Roth IRA, early retirement, can I quit?, can I quit my job?, can we retire?, can I retire?
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Fee-Only vs Fee-Based

PodcastsMark TalercioJuly 3, 2026Jill Schlesinger, Jill on Money, MoneyWatch, retire, retirement, retirement planning, retirement checkup, Roth IRA, early retirement, can I quit?, can I quit my job?, can we retire?, can I retire?
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All opinions expressed by Jill Schlesinger and Mark Talercio on this website and on the “Jill on Money” and “Money Moves” podcasts (“the shows”) are solely their opinions and do not reflect the opinions of CBS News, its parent or affiliated companies. You should not treat any opinion expressed on this website or on the shows as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Jill Schlesinger, CBS News, its parent and affiliated companies make no warranty as to the completeness or accuracy of any opinion expressed on this website or on the shows, and any opinion expressed on this website or on the shows should not be relied upon as complete or accurate. Before acting on any information on this website or on the shows, you should consider whether it is suitable for your particular circumstances and seek advice from your own financial or investment adviser.

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