MarketsMarketWatch

‘It seems bizarre’: We’re in our 80s with $950,000 in traditional IRAs. Why is our adviser pushing Roth conversions?

‘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.”

This summary is provided for convenience. For the complete report, analysis, and publisher context, read the original article at the source below.

Read Full Article← Back to all headlines
‘It seems bizarre’: We’re in our 80s with $950,000 in traditional IRAs. Why is our adviser pushing Roth conversions? | Tattvam Capital Markets Ltd