Am I too old for Roth conversions? I’m 84 and my wife is 77. We have $8 million saved.
“We are reluctant to pay a financial adviser 2% of assets — roughly $160,000 per year.”
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Am I too old for Roth conversions? I’m 84 and my wife is 77. We have $8 million saved.
Fed-and-SEC desk, TradeNews USA (2026-08-26): Am I too old for Roth conversions? I’m 84 and my wife is 77. We have $8 million saved. “We are reluctant to pay a financial adviser 2% of assets — roughly… Primary source: original at MarketWatch (marketwatch.com).