‘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.”
‘It seems bizarre’: We’re in our 80s with $950,000 in traditional IRAs. Why is our adviser pushing Roth conversions?
Trade Hub UK briefing (2026-11-02): “Our basic living expenses are covered by $110,000 in annual pensions and Social Security.” Primary source: original at MarketWatch (marketwatch.com).