Noah's Ark Financial logo, a stylized gold arkNoah's Ark Financial
Person at desk reviewing retirement documents, pension and Roth conversion planning
Retirement·8 min read·

When Your Pension Changes the Roth Conversion Math (and When It Doesn't)

A Hudson Valley pension doesn't close the Roth conversion window. It narrows it. How much depends on one number: how much of the low-income gap years your pension actually fills, and which of the three shapes your household fits.

Written by Peter Guggisberg, Financial Services Representative with Vermont Financial Group of NY (a MassMutual general agency) and the advisor behind Noah's Ark Financial.

Peter Guggisberg, financial advisor, Hudson Valley NY

Your family, your numbers

Talk through how this applies to your family.

Thirty minutes with Peter, mapped to your real numbers. Free first call, no pressure, no auto-pitch.