15:I[66739,["/_next/static/chunks/0kktebtcs1htf.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/00yc4h63rurg4.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/01b21njbdx~~m.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/0kn25ki6~d.3~.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/166.u_60qj09..js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/174-a_qls6cvj.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/0z~br_s19yb5~.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB"],"default"] 17:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB"],"IconMark"] 16:T4ef,

Joe Schmitz talks about whether you should do a Roth conversion if you're nearing retirement. As he explains, "it's not a strategy for everyone," outlining the reasons upcoming retirees should consider changing their investment plan. Joe then explains his end-of-year market outlook and how you can protect your portfolio.

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Joe Schmitz on Investment Strategies for Upcoming Retirees

Schwab Network

Joe Schmitz on Investment Strategies for Upcoming Retirees