Am I too old for Roth conversions? I’m 84 and my wife is 77. We have $8 million saved.
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
“We are reluctant to pay a financial adviser 2% of assets — roughly $160,000 per year.”
Summary assembled by rule from the sources below