We’re in our 60s. My wife and I have $345,000 in annual pensions and $1 million in 403(b)s. Is it too late for Roth conversions?
- Roth: 3 events in the last 90 days
- Previous: 8 days earlier · Am I too old for Roth conversions? I’m 84 and my wife is 77. We have $8 million saved.
What happened
“Roth assets would provide our children with tax-free distributions.”
Summary assembled by rule from the sources below