Am I too old for Roth conversions? I’m 84 and my wife is 77. We have $8 million saved.
- Roth: 5 events in the last 90 days
- Previous: 1 days earlier · We’re in our 50s and have $1.5 million in traditional 401(k)s. Is it too early to start Roth conversions?
What happened
“We are reluctant to pay a financial adviser 2% of assets — roughly $160,000 per year.”
Summary assembled by rule from the sources below