‘It seems bizarre’: We’re in our 80s with $950,000 in traditional IRAs. Why is our adviser pushing Roth conversions?
“Our basic living expenses are covered by $110,000 in annual pensions and Social Security.”
Key points
- MarketWatch: ‘It seems bizarre’: We’re in our 80s with $950,000 in traditional IRAs. Why is our adviser pushing Roth conversions?
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